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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 | $97,783 | $72,492+34.9% | $87,102+12.3% | $72,983+34.0% |
| Participation rate | 86.2% | 72.8%+13.4pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 17.45% | 24.46%-7.0pp | 28.19%-10.7pp | 81.01%-63.6pp |
| Employer contribution / active EE | $1,668 | $1,894-11.9% | $2,521-33.9% | $2,440-31.7% |
| Participant deferral / active EE | $2,818 | $3,270-13.8% | $4,048-30.4% | $3,608-21.9% |
| Admin fee / account holder | $10,183 | $5,055+101.4% | $7,491+35.9% | $5,124+98.7% |