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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 | $116,836 | $91,559+27.6% | $133,978-12.8% | $79,856+46.3% |
| Participation rate | 77.6% | 73.3%+4.3pp | 79.8%-2.2pp | 69.6%+8.0pp |
| Annual return | 20.37% | 61.85%-41.5pp | 45.10%-24.7pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,681 | $2,384-29.5% | $3,919-57.1% | $2,471-32.0% |
| Participant deferral / active EE | $5,470 | $3,734+46.5% | $5,047+8.4% | $3,741+46.2% |
| Admin fee / account holder | $7,782 | $6,321+23.1% | $8,930-12.9% | $5,306+46.6% |