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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 | $134,055 | $136,307-1.7% | $177,848-24.6% | $73,497+82.4% |
| Participation rate | 77.2% | 86.1%-8.9pp | 87.7%-10.5pp | 70.7%+6.5pp |
| Annual return | 28.81% | 18.68%+10.1pp | 48.33%-19.5pp | 28.51%+0.3pp |
| Employer contribution / active EE | $3,010 | $3,712-18.9% | $5,919-49.1% | $2,270+32.6% |
| Participant deferral / active EE | $5,239 | $5,829-10.1% | $7,714-32.1% | $3,740+40.1% |
| Admin fee / account holder | $792 | $596+33.0% | $12,431-93.6% | $513+54.3% |