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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 | $98,245 | $107,421-8.5% | $182,262-46.1% | $94,015+4.5% |
| Participation rate | 75.9% | 77.8%-1.9pp | 84.2%-8.3pp | 70.8%+5.1pp |
| Annual return | 16.65% | 21.32%-4.7pp | 140.60%-123.9pp | 17.84%-1.2pp |
| Employer contribution / active EE | $4,949 | $3,448+43.5% | $5,046-1.9% | $2,790+77.4% |
| Participant deferral / active EE | $11,852 | $6,558+80.7% | $8,276+43.2% | $4,249+178.9% |
| Admin fee / account holder | $11,832 | $8,692+36.1% | $16,712-29.2% | $8,951+32.2% |