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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 | $97,875 | $115,931-15.6% | $185,441-47.2% | $86,983+12.5% |
| Participation rate | 77.8% | 73.6%+4.2pp | 80.3%-2.5pp | 69.5%+8.2pp |
| Annual return | 16.21% | 21.47%-5.3pp | 20.16%-4.0pp | 25.83%-9.6pp |
| Employer contribution / active EE | $1,549 | $2,937-47.3% | $4,672-66.8% | $2,584-40.1% |
| Participant deferral / active EE | $10,033 | $4,551+120.5% | $6,152+63.1% | $4,194+139.2% |
| Admin fee / account holder | $2,125 | $10,687-80.1% | $17,890-88.1% | $7,856-72.9% |