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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 | $83,750 | $106,749-21.5% | $145,433-42.4% | $82,448+1.6% |
| Participation rate | 73.8% | 75.6%-1.9pp | 82.1%-8.3pp | 68.1%+5.7pp |
| Annual return | 18.61% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $2,748 | $3,444-20.2% | $4,554-39.7% | $2,551+7.7% |
| Participant deferral / active EE | $6,763 | $6,519+3.7% | $7,897-14.4% | $4,139+63.4% |
| Admin fee / account holder | $8,942 | $8,390+6.6% | $13,129-31.9% | $7,234+23.6% |