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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 | $98,705 | $125,797-21.5% | $170,057-42.0% | $75,177+31.3% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.0%-1.3pp | 67.2%+18.5pp |
| Annual return | 25.26% | 27.20%-1.9pp | 53.42%-28.2pp | 160.75%-135.5pp |
| Employer contribution / active EE | $3,748 | $4,616-18.8% | $6,790-44.8% | $2,671+40.3% |
| Participant deferral / active EE | $6,879 | $6,838+0.6% | $10,411-33.9% | $4,126+66.7% |
| Admin fee / account holder | $698 | $8,177-91.5% | $12,826-94.6% | $5,651-87.7% |