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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 | $136,094 | $104,098+30.7% | $140,514-3.1% | $94,015+44.8% |
| Participation rate | 71.9% | 73.7%-1.8pp | 77.8%-5.9pp | 70.8%+1.1pp |
| Annual return | 17.30% | 15.14%+2.2pp | 14.36%+2.9pp | 17.84%-0.5pp |
| Employer contribution / active EE | $1,731 | $2,388-27.5% | $3,378-48.8% | $2,790-38.0% |
| Participant deferral / active EE | $2,555 | $4,033-36.6% | $4,919-48.0% | $4,249-39.9% |
| Admin fee / account holder | $2,768 | $10,439-73.5% | $13,697-79.8% | $8,951-69.1% |