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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 | $144,243 | $80,992+78.1% | $96,534+49.4% | $75,173+91.9% |
| Participation rate | 74.1% | 71.8%+2.3pp | 76.0%-1.9pp | 67.2%+6.9pp |
| Annual return | 16.35% | 27.05%-10.7pp | 25.88%-9.5pp | 160.72%-144.4pp |
| Employer contribution / active EE | $2,265 | $2,283-0.8% | $2,965-23.6% | $2,671-15.2% |
| Participant deferral / active EE | $4,685 | $3,929+19.2% | $4,851-3.4% | $4,126+13.6% |
| Admin fee / account holder | $5,430 | $6,717-19.2% | $8,253-34.2% | $5,651-3.9% |