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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 | $141,821 | $73,787+92.2% | $98,716+43.7% | $82,448+72.0% |
| Participation rate | 70.7% | 61.4%+9.3pp | 69.3%+1.4pp | 68.1%+2.6pp |
| Annual return | 18.78% | 18.57%+0.2pp | 31.81%-13.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,526 | $1,511+1.0% | $2,279-33.0% | $2,551-40.2% |
| Participant deferral / active EE | $4,131 | $3,081+34.1% | $4,048+2.1% | $4,139-0.2% |
| Admin fee / account holder | $4,490 | $6,500-30.9% | $8,703-48.4% | $7,234-37.9% |