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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 | $98,160 | $67,602+45.2% | $82,312+19.3% | $70,126+40.0% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 17.54% | 21.57%-4.0pp | 25.88%-8.3pp | 73.15%-55.6pp |
| Employer contribution / active EE | $1,545 | $1,755-12.0% | $2,428-36.4% | $2,343-34.1% |
| Participant deferral / active EE | $3,473 | $2,987+16.3% | $3,706-6.3% | $3,332+4.3% |
| Admin fee / account holder | $5,699 | $4,512+26.3% | $5,608+1.6% | $4,645+22.7% |