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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 | $101,926 | $115,931-12.1% | $185,441-45.0% | $86,983+17.2% |
| Participation rate | 73.9% | 73.6%+0.3pp | 80.3%-6.3pp | 69.5%+4.4pp |
| Annual return | 18.19% | 21.47%-3.3pp | 20.16%-2.0pp | 25.83%-7.6pp |
| Employer contribution / active EE | $3,470 | $2,937+18.1% | $4,672-25.7% | $2,584+34.3% |
| Participant deferral / active EE | $6,525 | $4,551+43.4% | $6,152+6.1% | $4,194+55.6% |
| Admin fee / account holder | $2,566 | $10,687-76.0% | $17,890-85.7% | $7,856-67.3% |