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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 | $110,998 | $67,602+64.2% | $82,312+34.9% | $70,126+58.3% |
| Participation rate | 81.5% | 72.8%+8.7pp | 76.9%+4.6pp | 69.5%+11.9pp |
| Annual return | 19.39% | 21.57%-2.2pp | 25.88%-6.5pp | 73.15%-53.8pp |
| Employer contribution / active EE | $1,774 | $1,755+1.1% | $2,428-27.0% | $2,343-24.3% |
| Participant deferral / active EE | $3,537 | $2,987+18.4% | $3,706-4.6% | $3,332+6.2% |
| Admin fee / account holder | $1,106 | $4,512-75.5% | $5,608-80.3% | $4,645-76.2% |