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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 | $80,678 | $57,828+39.5% | $117,039-31.1% | $70,126+15.0% |
| Participation rate | 96.4% | 67.1%+29.3pp | 77.2%+19.2pp | 69.5%+26.9pp |
| Annual return | 14.26% | 17.55%-3.3pp | 18.95%-4.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,679 | $1,816-7.5% | $3,785-55.6% | $2,343-28.3% |
| Participant deferral / active EE | $3,981 | $2,438+63.3% | $3,929+1.3% | $3,332+19.5% |
| Admin fee / account holder | $2,451 | $3,548-30.9% | $5,974-59.0% | $4,645-47.2% |