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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 | $90,761 | $106,749-15.0% | $145,433-37.6% | $82,448+10.1% |
| Participation rate | 80.8% | 75.6%+5.1pp | 82.1%-1.4pp | 68.1%+12.7pp |
| Annual return | 20.06% | 27.59%-7.5pp | 66.58%-46.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $3,922 | $3,444+13.9% | $4,554-13.9% | $2,551+53.7% |
| Participant deferral / active EE | $9,879 | $6,519+51.5% | $7,897+25.1% | $4,139+138.7% |
| Admin fee / account holder | $1,915 | $8,390-77.2% | $13,129-85.4% | $7,234-73.5% |