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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 | $87,696 | $106,749-17.8% | $145,433-39.7% | $82,448+6.4% |
| Participation rate | 86.3% | 75.6%+10.6pp | 82.1%+4.2pp | 68.1%+18.2pp |
| Annual return | 16.86% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $4,352 | $3,444+26.4% | $4,554-4.4% | $2,551+70.6% |
| Participant deferral / active EE | $8,219 | $6,519+26.1% | $7,897+4.1% | $4,139+98.6% |
| Admin fee / account holder | $2,213 | $8,390-73.6% | $13,129-83.1% | $7,234-69.4% |