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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 | $118,453 | $76,112+55.6% | $96,534+22.7% | $71,511+65.6% |
| Participation rate | 75.0% | 74.4%+0.6pp | 76.0%-1.0pp | 67.9%+7.1pp |
| Annual return | 14.72% | 22.81%-8.1pp | 25.88%-11.2pp | 28.86%-14.1pp |
| Employer contribution / active EE | $2,392 | $2,248+6.4% | $2,965-19.3% | $2,589-7.6% |
| Participant deferral / active EE | $4,289 | $4,217+1.7% | $4,851-11.6% | $4,2910% |
| Admin fee / account holder | $7,059 | $2,708+160.6% | $8,253-14.5% | $1,588+344.4% |