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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 | $96,182 | $67,606+42.3% | $82,313+16.8% | $70,131+37.1% |
| Participation rate | 81.8% | 72.8%+9.0pp | 76.9%+4.9pp | 69.5%+12.3pp |
| Annual return | 19.48% | 21.57%-2.1pp | 25.88%-6.4pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,350 | $1,755-23.1% | $2,428-44.4% | $2,342-42.4% |
| Participant deferral / active EE | $4,730 | $2,987+58.4% | $3,706+27.6% | $3,332+42.0% |
| Admin fee / account holder | $5,316 | $4,512+17.8% | $5,608-5.2% | $4,645+14.4% |