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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 | $84,781 | $58,493+44.9% | $84,021+0.9% | $72,975+16.2% |
| Participation rate | 84.3% | 61.2%+23.1pp | 69.0%+15.3pp | 69.5%+14.8pp |
| Annual return | 26.16% | 28.93%-2.8pp | 71.32%-45.2pp | 81.01%-54.9pp |
| Employer contribution / active EE | $1,629 | $1,163+40.0% | $1,984-17.9% | $2,440-33.3% |
| Participant deferral / active EE | $3,678 | $2,394+53.7% | $3,239+13.6% | $3,608+2.0% |
| Admin fee / account holder | $3,452 | $4,569-24.4% | $6,102-43.4% | $5,124-32.6% |