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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 | $115,894 | $123,793-6.4% | $177,848-34.8% | $79,856+45.1% |
| Participation rate | 76.5% | 84.7%-8.2pp | 87.7%-11.2pp | 69.6%+6.8pp |
| Annual return | 21.01% | 22.82%-1.8pp | 48.33%-27.3pp | 31.71%-10.7pp |
| Employer contribution / active EE | $3,561 | $4,095-13.0% | $5,919-39.8% | $2,471+44.1% |
| Participant deferral / active EE | $7,951 | $5,956+33.5% | $7,714+3.1% | $3,741+112.5% |
| Admin fee / account holder | $2,731 | $7,243-62.3% | $12,431-78.0% | $5,306-48.5% |