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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 | $75,311 | $109,359-31.1% | $162,185-53.6% | $72,976+3.2% |
| Participation rate | 92.9% | 84.3%+8.6pp | 87.6%+5.3pp | 69.5%+23.4pp |
| Annual return | 21.84% | 25.46%-3.6pp | 115.61%-93.8pp | 81.02%-59.2pp |
| Employer contribution / active EE | $4,988 | $3,907+27.7% | $5,613-11.1% | $2,440+104.4% |
| Participant deferral / active EE | $5,192 | $5,481-5.3% | $7,297-28.8% | $3,608+43.9% |
| Admin fee / account holder | $5,803 | $7,972-27.2% | $10,844-46.5% | $5,124+13.3% |