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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 | $114,774 | $67,602+69.8% | $82,312+39.4% | $70,126+63.7% |
| Participation rate | 83.1% | 72.8%+10.3pp | 76.9%+6.2pp | 69.5%+13.5pp |
| Annual return | 12.78% | 21.57%-8.8pp | 25.88%-13.1pp | 73.15%-60.4pp |
| Employer contribution / active EE | $1,585 | $1,755-9.7% | $2,428-34.7% | $2,343-32.3% |
| Participant deferral / active EE | $4,425 | $2,987+48.1% | $3,706+19.4% | $3,332+32.8% |
| Admin fee / account holder | $4,571 | $4,512+1.3% | $5,608-18.5% | $4,645-1.6% |