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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 | $142,905 | $81,476+75.4% | $102,383+39.6% | $80,925+76.6% |
| Participation rate | 71.4% | 66.8%+4.6pp | 74.5%-3.1pp | 67.7%+3.8pp |
| Annual return | 11.84% | 25.59%-13.8pp | 24.94%-13.1pp | 35.65%-23.8pp |
| Employer contribution / active EE | $2,853 | $3,105-8.1% | $3,870-26.3% | $2,756+3.5% |
| Participant deferral / active EE | $7,027 | $3,871+81.5% | $5,060+38.9% | $4,299+63.5% |
| Admin fee / account holder | $7,371 | $6,717+9.7% | $8,391-12.2% | $6,940+6.2% |