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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 | $83,711 | $106,749-21.6% | $145,433-42.4% | $82,448+1.5% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 15.69% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $3,951 | $3,444+14.7% | $4,554-13.2% | $2,551+54.9% |
| Participant deferral / active EE | $8,673 | $6,519+33.1% | $7,897+9.8% | $4,139+109.5% |
| Admin fee / account holder | $6,425 | $8,390-23.4% | $13,129-51.1% | $7,234-11.2% |