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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 | $135,169 | $72,492+86.5% | $87,104+55.2% | $72,975+85.2% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.9%-2.8pp | 69.5%+4.6pp |
| Annual return | 21.72% | 24.46%-2.7pp | 28.19%-6.5pp | 81.01%-59.3pp |
| Employer contribution / active EE | $1,668 | $1,894-11.9% | $2,521-33.8% | $2,440-31.6% |
| Participant deferral / active EE | $7,701 | $3,270+135.5% | $4,048+90.2% | $3,608+113.5% |
| Admin fee / account holder | $1,468 | $5,055-71.0% | $7,491-80.4% | $5,124-71.4% |