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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 | $131,583 | $105,623+24.6% | $87,502+50.4% | $273,972-52.0% |
| Participation rate | 80.0% | 78.2%+1.8pp | 73.8%+6.2pp | 83.0%-3.0pp |
| Annual return | 11.89% | 12.26%-0.4pp | 12.21%-0.3pp | 41.46%-29.6pp |
| Employer contribution / active EE | $1,976 | $3,141-37.1% | $2,550-22.5% | $4,869-59.4% |
| Participant deferral / active EE | $6,482 | $3,601+80.0% | $3,149+105.9% | $5,287+22.6% |
| Admin fee / account holder | $2,824 | $4,781-40.9% | $4,221-33.1% | $10,133-72.1% |