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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 | $111,567 | $67,602+65.0% | $82,312+35.5% | $70,126+59.1% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.9%-2.7pp | 69.5%+4.7pp |
| Annual return | 21.49% | 21.57%-0.1pp | 25.88%-4.4pp | 73.15%-51.7pp |
| Employer contribution / active EE | $1,638 | $1,755-6.7% | $2,428-32.6% | $2,343-30.1% |
| Participant deferral / active EE | $5,966 | $2,987+99.7% | $3,706+61.0% | $3,332+79.1% |
| Admin fee / account holder | $441 | $4,512-90.2% | $5,608-92.1% | $4,645-90.5% |