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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 | $80,342 | $83,485-3.8% | $125,192-35.8% | $72,975+10.1% |
| Participation rate | 77.4% | 73.3%+4.1pp | 79.8%-2.4pp | 69.5%+7.9pp |
| Annual return | 26.27% | 25.77%+0.5pp | 43.79%-17.5pp | 81.01%-54.7pp |
| Employer contribution / active EE | $2,245 | $2,346-4.3% | $3,866-41.9% | $2,440-8.0% |
| Participant deferral / active EE | $5,050 | $3,586+40.8% | $4,937+2.3% | $3,608+40.0% |
| Admin fee / account holder | $7,767 | $5,518+40.8% | $9,704-20.0% | $5,124+51.6% |