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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 | $81,276+4.8% | $155,574-45.3% | $80,925+5.2% |
| Participation rate | 74.6% | 66.2%+8.4pp | 78.2%-3.6pp | 67.7%+7.0pp |
| Annual return | 10.92% | 33.36%-22.4pp | 64.87%-53.9pp | 35.65%-24.7pp |
| Employer contribution / active EE | $2,259 | $3,103-27.2% | $4,676-51.7% | $2,756-18.0% |
| Participant deferral / active EE | $2,856 | $3,453-17.3% | $5,629-49.3% | $4,299-33.6% |
| Admin fee / account holder | $8,582 | $7,993+7.4% | $15,914-46.1% | $6,940+23.7% |