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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 | $80,145 | $123,793-35.3% | $177,840-54.9% | $79,852+0.4% |
| Participation rate | 82.6% | 84.7%-2.0pp | 87.7%-5.1pp | 69.6%+13.0pp |
| Annual return | 12.12% | 22.82%-10.7pp | 48.32%-36.2pp | 31.72%-19.6pp |
| Employer contribution / active EE | $2,825 | $4,095-31.0% | $5,919-52.3% | $2,471+14.3% |
| Participant deferral / active EE | $5,750 | $5,956-3.5% | $7,714-25.5% | $3,740+53.7% |
| Admin fee / account holder | $8,727 | $7,243+20.5% | $12,431-29.8% | $5,306+64.5% |