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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 | $84,156 | $56,438+49.1% | $76,872+9.5% | $71,511+17.7% |
| Participation rate | 75.2% | 64.3%+10.9pp | 69.6%+5.6pp | 67.9%+7.3pp |
| Annual return | 27.74% | 19.05%+8.7pp | 37.90%-10.2pp | 28.86%-1.1pp |
| Employer contribution / active EE | $1,470 | $1,864-21.1% | $2,533-42.0% | $2,589-43.2% |
| Participant deferral / active EE | $6,252 | $3,136+99.3% | $3,832+63.1% | $4,291+45.7% |
| Admin fee / account holder | $6,769 | $1,430+373.3% | $5,476+23.6% | $1,588+326.2% |