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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 | $152,541 | $86,949+75.4% | $102,460+48.9% | $80,959+88.4% |
| Participation rate | 79.2% | 72.4%+6.8pp | 76.5%+2.7pp | 67.7%+11.5pp |
| Annual return | 16.56% | 18.89%-2.3pp | 29.47%-12.9pp | 35.67%-19.1pp |
| Employer contribution / active EE | $2,086 | $2,370-12.0% | $3,025-31.1% | $2,757-24.4% |
| Participant deferral / active EE | $3,666 | $4,121-11.0% | $5,056-27.5% | $4,300-14.7% |
| Admin fee / account holder | $1,422 | $8,048-82.3% | $9,460-85.0% | $6,925-79.5% |