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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 | $138,366-6.9% | $184,185-30.1% | $80,911+59.2% |
| Participation rate | 85.7% | 83.9%+1.8pp | 86.8%-1.1pp | 67.6%+18.1pp |
| Annual return | 13.70% | 20.02%-6.3pp | 28.81%-15.1pp | 35.63%-21.9pp |
| Employer contribution / active EE | $2,999 | $4,849-38.1% | $6,426-53.3% | $2,756+8.8% |
| Participant deferral / active EE | $8,392 | $7,074+18.6% | $9,132-8.1% | $4,297+95.3% |
| Admin fee / account holder | $6,572 | $10,484-37.3% | $13,909-52.8% | $6,935-5.2% |