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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 | $82,317 | $70,486+16.8% | $100,528-18.1% | $79,852+3.1% |
| Participation rate | 72.7% | 73.6%-0.9pp | 79.4%-6.7pp | 69.6%+3.1pp |
| Annual return | 15.78% | 21.90%-6.1pp | 30.90%-15.1pp | 31.72%-15.9pp |
| Employer contribution / active EE | $5,278 | $2,165+143.9% | $3,419+54.4% | $2,471+113.6% |
| Participant deferral / active EE | $3,876 | $5,182-25.2% | $6,271-38.2% | $3,740+3.6% |
| Admin fee / account holder | $970 | $4,480-78.3% | $8,084-88.0% | $5,306-81.7% |