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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 | $76,683 | $93,617-18.1% | $135,982-43.6% | $75,177+2.0% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 21.85% | 30.89%-9.0pp | 68.32%-46.5pp | 160.75%-138.9pp |
| Employer contribution / active EE | $4,378 | $3,538+23.7% | $4,859-9.9% | $2,671+63.9% |
| Participant deferral / active EE | $8,824 | $6,406+37.7% | $7,760+13.7% | $4,126+113.8% |
| Admin fee / account holder | $5,114 | $6,980-26.7% | $10,767-52.5% | $5,651-9.5% |