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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 | $87,121 | $72,273+20.5% | $101,275-14.0% | $79,856+9.1% |
| Participation rate | 73.3% | 68.5%+4.9pp | 75.8%-2.5pp | 69.6%+3.7pp |
| Annual return | 15.98% | 22.30%-6.3pp | 46.48%-30.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,960 | $2,691-27.2% | $3,660-46.4% | $2,471-20.7% |
| Participant deferral / active EE | $4,749 | $3,282+44.7% | $4,371+8.7% | $3,741+27.0% |
| Admin fee / account holder | $2,252 | $4,401-48.8% | $5,948-62.1% | $5,306-57.6% |