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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 | $85,898 | $86,938-1.2% | $102,423-16.1% | $80,925+6.1% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.7%+12.3pp |
| Annual return | 11.34% | 18.89%-7.5pp | 29.42%-18.1pp | 35.65%-24.3pp |
| Employer contribution / active EE | $3,841 | $2,369+62.1% | $3,023+27.1% | $2,756+39.4% |
| Participant deferral / active EE | $10,030 | $4,120+143.4% | $5,054+98.4% | $4,299+133.3% |
| Admin fee / account holder | $4,659 | $8,053-42.1% | $9,455-50.7% | $6,940-32.9% |