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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 | $78,592 | $57,828+35.9% | $117,039-32.8% | $70,126+12.1% |
| Participation rate | 94.5% | 67.1%+27.4pp | 77.2%+17.3pp | 69.5%+25.0pp |
| Annual return | 15.68% | 17.55%-1.9pp | 18.95%-3.3pp | 73.15%-57.5pp |
| Employer contribution / active EE | $1,595 | $1,816-12.2% | $3,785-57.9% | $2,343-31.9% |
| Participant deferral / active EE | $3,186 | $2,438+30.7% | $3,929-18.9% | $3,332-4.4% |
| Admin fee / account holder | $5,953 | $3,548+67.8% | $5,974-0.3% | $4,645+28.2% |