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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 | $120,621 | $87,059+38.6% | $105,608+14.2% | $80,925+49.1% |
| Participation rate | 73.0% | 70.4%+2.5pp | 75.3%-2.3pp | 67.7%+5.3pp |
| Annual return | 15.66% | 17.05%-1.4pp | 116.50%-100.8pp | 35.65%-20.0pp |
| Employer contribution / active EE | $2,297 | $2,396-4.1% | $3,167-27.5% | $2,756-16.6% |
| Participant deferral / active EE | $4,898 | $3,986+22.9% | $5,010-2.2% | $4,299+13.9% |
| Admin fee / account holder | $2,559 | $8,443-69.7% | $11,028-76.8% | $6,940-63.1% |