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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 | $128,780 | $138,386-6.9% | $184,260-30.1% | $80,935+59.1% |
| Participation rate | 85.7% | 83.9%+1.8pp | 86.8%-1.1pp | 67.7%+18.1pp |
| Annual return | 13.70% | 20.02%-6.3pp | 28.84%-15.1pp | 35.66%-22.0pp |
| Employer contribution / active EE | $2,999 | $4,851-38.2% | $6,427-53.3% | $2,757+8.8% |
| Participant deferral / active EE | $8,392 | $7,076+18.6% | $9,133-8.1% | $4,299+95.2% |
| Admin fee / account holder | $6,572 | $10,489-37.3% | $13,898-52.7% | $6,924-5.1% |