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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 | $88,116 | $106,749-17.5% | $145,433-39.4% | $82,448+6.9% |
| Participation rate | 71.7% | 75.6%-3.9pp | 82.1%-10.4pp | 68.1%+3.7pp |
| Annual return | 20.39% | 27.59%-7.2pp | 66.58%-46.2pp | 41.64%-21.3pp |
| Employer contribution / active EE | $3,772 | $3,444+9.5% | $4,554-17.2% | $2,551+47.9% |
| Participant deferral / active EE | $6,981 | $6,519+7.1% | $7,897-11.6% | $4,139+68.6% |
| Admin fee / account holder | $349 | $8,390-95.8% | $13,129-97.3% | $7,234-95.2% |