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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 | $85,167 | $81,233+4.8% | $155,567-45.3% | $80,874+5.3% |
| Participation rate | 74.6% | 66.2%+8.4pp | 78.2%-3.5pp | 67.6%+7.0pp |
| Annual return | 10.92% | 33.33%-22.4pp | 64.74%-53.8pp | 35.62%-24.7pp |
| Employer contribution / active EE | $2,259 | $3,101-27.2% | $4,674-51.7% | $2,756-18.0% |
| Participant deferral / active EE | $2,856 | $3,452-17.3% | $5,628-49.3% | $4,297-33.5% |
| Admin fee / account holder | $8,582 | $7,998+7.3% | $15,916-46.1% | $6,935+23.7% |