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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 | $87,457 | $67,602+29.4% | $82,312+6.3% | $70,126+24.7% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.9%-0.4pp | 69.5%+6.9pp |
| Annual return | 17.60% | 21.57%-4.0pp | 25.88%-8.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,498 | $1,755-14.6% | $2,428-38.3% | $2,343-36.1% |
| Participant deferral / active EE | $5,080 | $2,987+70.1% | $3,706+37.1% | $3,332+52.5% |
| Admin fee / account holder | $6,052 | $4,512+34.1% | $5,608+7.9% | $4,645+30.3% |