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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 | $83,598 | $146,267-42.8% | $197,124-57.6% | $82,448+1.4% |
| Participation rate | 90.2% | 84.0%+6.2pp | 86.7%+3.5pp | 68.1%+22.2pp |
| Annual return | 23.13% | 29.61%-6.5pp | 44.34%-21.2pp | 41.64%-18.5pp |
| Employer contribution / active EE | $5,869 | $4,723+24.2% | $6,227-5.8% | $2,551+130.1% |
| Participant deferral / active EE | $15,747 | $7,035+123.9% | $9,135+72.4% | $4,139+280.4% |
| Admin fee / account holder | $3,137 | $14,422-78.2% | $16,298-80.8% | $7,234-56.6% |