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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 | $129,676 | $83,898+54.6% | $133,346-2.8% | $94,015+37.9% |
| Participation rate | 74.4% | 63.4%+11.0pp | 72.8%+1.5pp | 70.8%+3.5pp |
| Annual return | 13.68% | 16.00%-2.3pp | 36.85%-23.2pp | 17.84%-4.2pp |
| Employer contribution / active EE | $1,470 | $1,821-19.2% | $2,853-48.5% | $2,790-47.3% |
| Participant deferral / active EE | $5,769 | $3,245+77.8% | $4,332+33.2% | $4,249+35.7% |
| Admin fee / account holder | $5,661 | $7,809-27.5% | $14,264-60.3% | $8,951-36.8% |