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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 | $114,058 | $83,485+36.6% | $125,195-8.9% | $72,976+56.3% |
| Participation rate | 82.1% | 73.3%+8.8pp | 79.8%+2.4pp | 69.5%+12.7pp |
| Annual return | 24.06% | 25.77%-1.7pp | 43.79%-19.7pp | 81.02%-57.0pp |
| Employer contribution / active EE | $1,974 | $2,346-15.9% | $3,866-49.0% | $2,440-19.1% |
| Participant deferral / active EE | $7,093 | $3,586+97.8% | $4,937+43.7% | $3,608+96.6% |
| Admin fee / account holder | $7,530 | $5,518+36.5% | $9,704-22.4% | $5,124+47.0% |