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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 | $81,276+5.2% | $155,574-45.1% | $80,925+5.6% |
| Participation rate | 77.1% | 66.2%+10.8pp | 78.2%-1.1pp | 67.7%+9.4pp |
| Annual return | 15.56% | 33.36%-17.8pp | 64.87%-49.3pp | 35.65%-20.1pp |
| Employer contribution / active EE | $3,140 | $3,103+1.2% | $4,676-32.9% | $2,756+13.9% |
| Participant deferral / active EE | $8,168 | $3,453+136.6% | $5,629+45.1% | $4,299+90.0% |
| Admin fee / account holder | $10,009 | $7,993+25.2% | $15,914-37.1% | $6,940+44.2% |