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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 | $117,459 | $76,407+53.7% | $150,298-21.8% | $82,448+42.5% |
| Participation rate | 71.3% | 66.4%+4.9pp | 77.8%-6.5pp | 68.1%+3.2pp |
| Annual return | 14.97% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,224 | $2,614-14.9% | $4,154-46.5% | $2,551-12.8% |
| Participant deferral / active EE | $3,696 | $3,214+15.0% | $5,453-32.2% | $4,139-10.7% |
| Admin fee / account holder | $7,099 | $6,352+11.8% | $14,116-49.7% | $7,234-1.9% |