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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 | $109,510 | $79,955+37.0% | $98,461+11.2% | $75,173+45.7% |
| Participation rate | 73.0% | 70.4%+2.6pp | 75.2%-2.2pp | 67.2%+5.8pp |
| Annual return | 14.81% | 19.75%-4.9pp | 21.17%-6.4pp | 160.72%-145.9pp |
| Employer contribution / active EE | $1,444 | $2,264-36.2% | $3,049-52.6% | $2,671-45.9% |
| Participant deferral / active EE | $5,122 | $3,752+36.5% | $4,738+8.1% | $4,126+24.1% |
| Admin fee / account holder | $4,717 | $6,841-31.0% | $8,961-47.4% | $5,651-16.5% |