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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 | $86,200 | $63,082+36.6% | $81,716+5.5% | $79,852+8.0% |
| Participation rate | 90.7% | 67.5%+23.2pp | 72.0%+18.7pp | 69.6%+21.1pp |
| Annual return | 13.88% | 22.66%-8.8pp | 29.49%-15.6pp | 31.72%-17.8pp |
| Employer contribution / active EE | $1,980 | $1,795+10.3% | $4,310-54.1% | $2,471-19.9% |
| Participant deferral / active EE | $3,775 | $2,780+35.8% | $7,108-46.9% | $3,740+0.9% |
| Admin fee / account holder | $2,320 | $4,428-47.6% | $5,159-55.0% | $5,306-56.3% |