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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 | $84,574 | $77,638+8.9% | $156,551-46.0% | $62,881+34.5% |
| Participation rate | 77.8% | 71.2%+6.6pp | 84.0%-6.2pp | 69.3%+8.5pp |
| Annual return | 7.64% | 50.33%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $884 | $3,444-74.3% | $5,501-83.9% | $2,281-61.2% |
| Participant deferral / active EE | $4,701 | $3,046+54.4% | $4,871-3.5% | $3,203+46.8% |
| Admin fee / account holder | $1,368 | $5,561-75.4% | $13,028-89.5% | $4,296-68.1% |