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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 | $86,108 | $58,493+47.2% | $84,021+2.5% | $72,975+18.0% |
| Participation rate | 87.9% | 61.2%+26.6pp | 69.0%+18.9pp | 69.5%+18.4pp |
| Annual return | 23.26% | 28.93%-5.7pp | 71.32%-48.1pp | 81.01%-57.8pp |
| Employer contribution / active EE | $1,689 | $1,163+45.2% | $1,984-14.9% | $2,440-30.8% |
| Participant deferral / active EE | $4,169 | $2,394+74.2% | $3,239+28.7% | $3,608+15.6% |
| Admin fee / account holder | $1,079 | $4,569-76.4% | $6,102-82.3% | $5,124-78.9% |