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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 | $85,479 | $81,233+5.2% | $155,567-45.1% | $80,874+5.7% |
| Participation rate | 77.1% | 66.2%+10.8pp | 78.2%-1.1pp | 67.6%+9.4pp |
| Annual return | 15.56% | 33.33%-17.8pp | 64.74%-49.2pp | 35.62%-20.1pp |
| Employer contribution / active EE | $3,140 | $3,101+1.2% | $4,674-32.8% | $2,756+13.9% |
| Participant deferral / active EE | $8,168 | $3,452+136.6% | $5,628+45.1% | $4,297+90.1% |
| Admin fee / account holder | $10,009 | $7,998+25.1% | $15,916-37.1% | $6,935+44.3% |