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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 | $83,736 | $95,453-12.3% | $112,040-25.3% | $82,448+1.6% |
| Participation rate | 71.9% | 72.8%-0.8pp | 76.5%-4.6pp | 68.1%+3.9pp |
| Annual return | 17.98% | 23.92%-5.9pp | 24.52%-6.5pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,218 | $2,318-4.3% | $2,954-24.9% | $2,551-13.1% |
| Participant deferral / active EE | $5,954 | $4,224+41.0% | $5,098+16.8% | $4,139+43.8% |
| Admin fee / account holder | $1,650 | $9,013-81.7% | $12,098-86.4% | $7,234-77.2% |