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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 | $85,232 | $67,602+26.1% | $82,312+3.5% | $70,126+21.5% |
| Participation rate | 98.1% | 72.8%+25.4pp | 76.9%+21.3pp | 69.5%+28.6pp |
| Annual return | 14.32% | 21.57%-7.2pp | 25.88%-11.6pp | 73.15%-58.8pp |
| Employer contribution / active EE | $2,183 | $1,755+24.4% | $2,428-10.1% | $2,343-6.8% |
| Participant deferral / active EE | $6,134 | $2,987+105.3% | $3,706+65.5% | $3,332+84.1% |
| Admin fee / account holder | $1,863 | $4,512-58.7% | $5,608-66.8% | $4,645-59.9% |