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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 | $118,108 | $69,444+70.1% | $92,985+27.0% | $87,485+35.0% |
| Participation rate | 71.9% | 63.3%+8.6pp | 69.5%+2.4pp | 68.9%+2.9pp |
| Annual return | 13.54% | 23.85%-10.3pp | 27.99%-14.5pp | 26.06%-12.5pp |
| Employer contribution / active EE | $2,454 | $1,917+28.0% | $2,662-7.8% | $2,596-5.5% |
| Participant deferral / active EE | $4,129 | $3,364+22.7% | $4,377-5.7% | $4,274-3.4% |
| Admin fee / account holder | $1,621 | $6,137-73.6% | $9,463-82.9% | $7,775-79.1% |