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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 | $116,267 | $77,574+49.9% | $108,753+6.9% | $86,983+33.7% |
| Participation rate | 87.9% | 62.3%+25.6pp | 71.1%+16.8pp | 69.5%+18.3pp |
| Annual return | 12.47% | 18.42%-6.0pp | 37.47%-25.0pp | 25.83%-13.4pp |
| Employer contribution / active EE | $2,459 | $1,611+52.7% | $2,427+1.3% | $2,584-4.9% |
| Participant deferral / active EE | $5,148 | $3,128+64.6% | $4,115+25.1% | $4,194+22.8% |
| Admin fee / account holder | $1,690 | $6,529-74.1% | $10,320-83.6% | $7,856-78.5% |