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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 | $78,258 | $109,359-28.4% | $162,177-51.7% | $72,975+7.2% |
| Participation rate | 78.7% | 84.3%-5.6pp | 87.6%-8.9pp | 69.5%+9.2pp |
| Annual return | 23.61% | 25.46%-1.8pp | 115.60%-92.0pp | 81.01%-57.4pp |
| Employer contribution / active EE | $2,455 | $3,907-37.2% | $5,613-56.3% | $2,440+0.6% |
| Participant deferral / active EE | $4,122 | $5,481-24.8% | $7,297-43.5% | $3,608+14.3% |
| Admin fee / account holder | $1,978 | $7,972-75.2% | $10,843-81.8% | $5,124-61.4% |