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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,884 | $97,550+41.3% | $120,344+14.6% | $87,485+57.6% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.7%-3.6pp | 68.9%+4.1pp |
| Annual return | 15.25% | 18.41%-3.2pp | 20.30%-5.1pp | 26.06%-10.8pp |
| Employer contribution / active EE | $2,364 | $2,291+3.2% | $3,020-21.7% | $2,596-8.9% |
| Participant deferral / active EE | $4,859 | $4,230+14.9% | $5,135-5.4% | $4,274+13.7% |
| Admin fee / account holder | $11,634 | $9,543+21.9% | $12,742-8.7% | $7,775+49.6% |