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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 | $66,122 | $87,834-24.7% | $133,975-50.6% | $62,881+5.2% |
| Participation rate | 89.2% | 83.4%+5.9pp | 87.1%+2.2pp | 69.3%+19.9pp |
| Annual return | 9.85% | 12.05%-2.2pp | 29.29%-19.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $3,538 | $3,482+1.6% | $5,211-32.1% | $2,281+55.1% |
| Participant deferral / active EE | $12,155 | $4,812+152.6% | $6,282+93.5% | $3,203+279.5% |
| Admin fee / account holder | $2,853 | $5,372-46.9% | $9,324-69.4% | $4,296-33.6% |