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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 | $78,381 | $83,485-6.1% | $125,192-37.4% | $72,975+7.4% |
| Participation rate | 72.2% | 73.3%-1.1pp | 79.8%-7.6pp | 69.5%+2.7pp |
| Annual return | 22.35% | 25.77%-3.4pp | 43.79%-21.4pp | 81.01%-58.7pp |
| Employer contribution / active EE | $1,968 | $2,346-16.1% | $3,866-49.1% | $2,440-19.4% |
| Participant deferral / active EE | $3,875 | $3,586+8.0% | $4,937-21.5% | $3,608+7.4% |
| Admin fee / account holder | $376 | $5,518-93.2% | $9,704-96.1% | $5,124-92.7% |