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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 | $78,137 | $87,834-11.0% | $133,975-41.7% | $62,881+24.3% |
| Participation rate | 83.6% | 83.4%+0.2pp | 87.1%-3.5pp | 69.3%+14.3pp |
| Annual return | 10.15% | 12.05%-1.9pp | 29.29%-19.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $2,520 | $3,482-27.7% | $5,211-51.7% | $2,281+10.5% |
| Participant deferral / active EE | $4,140 | $4,812-13.9% | $6,282-34.1% | $3,203+29.3% |
| Admin fee / account holder | $1,167 | $5,372-78.3% | $9,324-87.5% | $4,296-72.8% |