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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 | $81,358+18.8% | $155,556-37.9% | $80,959+19.3% |
| Participation rate | 76.5% | 66.3%+10.2pp | 78.2%-1.8pp | 67.7%+8.8pp |
| Annual return | 11.57% | 33.39%-21.8pp | 64.84%-53.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,905 | $3,106-38.7% | $4,675-59.2% | $2,757-30.9% |
| Participant deferral / active EE | $3,815 | $3,455+10.4% | $5,631-32.3% | $4,300-11.3% |
| Admin fee / account holder | $5,844 | $7,994-26.9% | $15,885-63.2% | $6,925-15.6% |