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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 | $93,197 | $64,359+44.8% | $90,161+3.4% | $70,126+32.9% |
| Participation rate | 75.5% | 70.4%+5.1pp | 76.9%-1.4pp | 69.5%+6.0pp |
| Annual return | 17.89% | 28.13%-10.2pp | 34.89%-17.0pp | 73.15%-55.3pp |
| Employer contribution / active EE | $2,795 | $2,046+36.6% | $3,318-15.8% | $2,343+19.3% |
| Participant deferral / active EE | $5,315 | $4,389+21.1% | $5,287+0.5% | $3,332+59.5% |
| Admin fee / account holder | $2,186 | $3,945-44.6% | $5,943-63.2% | $4,645-52.9% |