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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 | $91,728 | $106,749-14.1% | $145,433-36.9% | $82,448+11.3% |
| Participation rate | 77.6% | 75.6%+1.9pp | 82.1%-4.6pp | 68.1%+9.5pp |
| Annual return | 18.58% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,709 | $3,444-21.4% | $4,554-40.5% | $2,551+6.2% |
| Participant deferral / active EE | $11,304 | $6,519+73.4% | $7,897+43.1% | $4,139+173.1% |
| Admin fee / account holder | $4,738 | $8,390-43.5% | $13,129-63.9% | $7,234-34.5% |