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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 | $106,593 | $72,273+47.5% | $101,275+5.3% | $79,856+33.5% |
| Participation rate | 73.7% | 68.5%+5.2pp | 75.8%-2.1pp | 69.6%+4.0pp |
| Annual return | 17.40% | 22.30%-4.9pp | 46.48%-29.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,939 | $2,691-27.9% | $3,660-47.0% | $2,471-21.5% |
| Participant deferral / active EE | $3,518 | $3,282+7.2% | $4,371-19.5% | $3,741-6.0% |
| Admin fee / account holder | $4,767 | $4,401+8.3% | $5,948-19.9% | $5,306-10.2% |