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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 | $87,525 | $76,551+14.3% | $123,894-29.4% | $62,881+39.2% |
| Participation rate | 72.2% | 73.0%-0.8pp | 81.4%-9.2pp | 69.3%+2.9pp |
| Annual return | 7.65% | 18.68%-11.0pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,151 | $2,882-25.4% | $4,617-53.4% | $2,281-5.7% |
| Participant deferral / active EE | $4,525 | $4,840-6.5% | $5,984-24.4% | $3,203+41.3% |
| Admin fee / account holder | $739 | $4,826-84.7% | $8,357-91.2% | $4,296-82.8% |