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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 | $119,700 | $72,486+65.1% | $87,103+37.4% | $72,976+64.0% |
| Participation rate | 78.0% | 72.8%+5.2pp | 76.9%+1.1pp | 69.5%+8.5pp |
| Annual return | 16.51% | 24.46%-7.9pp | 28.19%-11.7pp | 81.02%-64.5pp |
| Employer contribution / active EE | $1,396 | $1,894-26.3% | $2,521-44.6% | $2,440-42.8% |
| Participant deferral / active EE | $3,461 | $3,270+5.8% | $4,049-14.5% | $3,608-4.1% |
| Admin fee / account holder | $7,403 | $5,055+46.5% | $7,491-1.2% | $5,124+44.5% |