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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 | $154,121 | $86,919+77.3% | $102,457+50.4% | $80,911+90.5% |
| Participation rate | 75.6% | 72.4%+3.2pp | 76.5%-0.9pp | 67.6%+7.9pp |
| Annual return | 14.64% | 18.90%-4.3pp | 29.41%-14.8pp | 35.63%-21.0pp |
| Employer contribution / active EE | $1,737 | $2,368-26.7% | $3,022-42.5% | $2,756-37.0% |
| Participant deferral / active EE | $2,707 | $4,119-34.3% | $5,054-46.5% | $4,297-37.0% |
| Admin fee / account holder | $8,869 | $8,049+10.2% | $9,451-6.2% | $6,935+27.9% |