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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 | $68,979 | $49,025+40.7% | $87,502-21.2% | $62,881+9.7% |
| Participation rate | 73.1% | 64.9%+8.2pp | 73.8%-0.8pp | 69.3%+3.8pp |
| Annual return | 8.89% | 10.02%-1.1pp | 12.21%-3.3pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,180 | $1,372-14.0% | $2,550-53.7% | $2,281-48.3% |
| Participant deferral / active EE | $3,141 | $2,289+37.2% | $3,149-0.3% | $3,203-1.9% |
| Admin fee / account holder | $4,368 | $4,065+7.4% | $4,221+3.5% | $4,296+1.7% |