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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 | $159,806 | $98,547+62.2% | $216,567-26.2% | $69,733+129.2% |
| Participation rate | 76.7% | 68.4%+8.3pp | 81.6%-4.9pp | 62.5%+14.2pp |
| Annual return | 14.47% | 14.25%+0.2pp | 12.94%+1.5pp | 15.22%-0.8pp |
| Employer contribution / active EE | $1,859 | $2,660-30.1% | $5,216-64.4% | $2,250-17.4% |
| Participant deferral / active EE | $5,109 | $3,496+46.2% | $6,191-17.5% | $3,054+67.3% |
| Admin fee / account holder | $3,620 | $4,094-11.6% | $21,981-83.5% | $3,102+16.7% |