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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 | $96,620 | $81,233+18.9% | $155,567-37.9% | $80,874+19.5% |
| Participation rate | 76.5% | 66.2%+10.2pp | 78.2%-1.7pp | 67.6%+8.8pp |
| Annual return | 11.57% | 33.33%-21.8pp | 64.74%-53.2pp | 35.62%-24.0pp |
| Employer contribution / active EE | $1,905 | $3,101-38.6% | $4,674-59.2% | $2,756-30.9% |
| Participant deferral / active EE | $3,815 | $3,452+10.5% | $5,628-32.2% | $4,297-11.2% |
| Admin fee / account holder | $5,844 | $7,998-26.9% | $15,916-63.3% | $6,935-15.7% |