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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 | $87,010 | $75,541+15.2% | $152,093-42.8% | $82,637+5.3% |
| Participation rate | 71.9% | 66.5%+5.3pp | 77.8%-5.9pp | 68.1%+3.8pp |
| Annual return | 14.49% | 32.56%-18.1pp | 66.36%-51.9pp | 53.51%-39.0pp |
| Employer contribution / active EE | $2,365 | $2,622-9.8% | $4,175-43.3% | $2,552-7.3% |
| Participant deferral / active EE | $3,592 | $3,206+12.1% | $5,451-34.1% | $4,126-12.9% |
| Admin fee / account holder | $1,789 | $6,405-72.1% | $14,497-87.7% | $7,339-75.6% |