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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 | $172,268 | $72,492+137.6% | $87,104+97.8% | $72,975+136.1% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 21.08% | 24.46%-3.4pp | 28.19%-7.1pp | 81.01%-59.9pp |
| Employer contribution / active EE | $2,629 | $1,894+38.8% | $2,521+4.3% | $2,440+7.8% |
| Participant deferral / active EE | $10,434 | $3,270+219.1% | $4,048+157.7% | $3,608+189.2% |
| Admin fee / account holder | $4,022 | $5,055-20.4% | $7,491-46.3% | $5,124-21.5% |