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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 | $63,081 | $76,367-17.4% | $93,614-32.6% | $72,983-13.6% |
| Participation rate | 74.6% | 71.7%+2.9pp | 75.8%-1.2pp | 69.5%+5.2pp |
| Annual return | 23.54% | 25.82%-2.3pp | 32.76%-9.2pp | 81.01%-57.5pp |
| Employer contribution / active EE | $1,854 | $2,275-18.5% | $2,718-31.8% | $2,440-24.0% |
| Participant deferral / active EE | $3,989 | $3,538+12.7% | $4,069-2.0% | $3,608+10.6% |
| Admin fee / account holder | $10,726 | $6,838+56.9% | $7,889+36.0% | $5,124+109.3% |