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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 | $165,123 | $99,345+66.2% | $84,753+94.8% | $273,972-39.7% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 9.13% | 22.93%-13.8pp | 22.78%-13.7pp | 41.46%-32.3pp |
| Employer contribution / active EE | $3,939 | $4,214-6.5% | $3,574+10.2% | $4,869-19.1% |
| Participant deferral / active EE | $10,211 | $4,270+139.1% | $3,712+175.1% | $5,287+93.1% |
| Admin fee / account holder | $1,667 | $6,645-74.9% | $5,333-68.7% | $10,133-83.6% |