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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 | $87,513 | $78,707+11.2% | $117,861-25.7% | $70,126+24.8% |
| Participation rate | 72.0% | 73.2%-1.2pp | 79.7%-7.7pp | 69.5%+2.5pp |
| Annual return | 14.02% | 23.30%-9.3pp | 335.11%-321.1pp | 73.15%-59.1pp |
| Employer contribution / active EE | $1,713 | $2,223-22.9% | $3,786-54.8% | $2,343-26.9% |
| Participant deferral / active EE | $2,873 | $3,297-12.9% | $4,482-35.9% | $3,332-13.8% |
| Admin fee / account holder | $5,079 | $5,066+0.3% | $8,021-36.7% | $4,645+9.3% |