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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 | $115,163 | $64,359+78.9% | $90,161+27.7% | $70,126+64.2% |
| Participation rate | 71.0% | 70.4%+0.5pp | 76.9%-5.9pp | 69.5%+1.4pp |
| Annual return | 18.76% | 28.13%-9.4pp | 34.89%-16.1pp | 73.15%-54.4pp |
| Employer contribution / active EE | $2,573 | $2,046+25.8% | $3,318-22.4% | $2,343+9.9% |
| Participant deferral / active EE | $6,521 | $4,389+48.6% | $5,287+23.3% | $3,332+95.7% |
| Admin fee / account holder | $3,731 | $3,945-5.4% | $5,943-37.2% | $4,645-19.7% |