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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 | $118,312 | $138,385-14.5% | $184,243-35.8% | $80,925+46.2% |
| Participation rate | 85.1% | 83.9%+1.2pp | 86.8%-1.7pp | 67.7%+17.4pp |
| Annual return | 14.92% | 20.02%-5.1pp | 28.82%-13.9pp | 35.65%-20.7pp |
| Employer contribution / active EE | $2,545 | $4,851-47.5% | $6,427-60.4% | $2,756-7.7% |
| Participant deferral / active EE | $13,910 | $7,075+96.6% | $9,132+52.3% | $4,299+223.6% |
| Admin fee / account holder | $8,380 | $10,489-20.1% | $13,914-39.8% | $6,940+20.7% |