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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 | $95,592 | $79,438+20.3% | $106,555-10.3% | $79,391+20.4% |
| Participation rate | 91.2% | 74.2%+17.0pp | 76.1%+15.0pp | 70.7%+20.5pp |
| Annual return | 13.71% | 18.27%-4.6pp | 26.80%-13.1pp | 116.88%-103.2pp |
| Employer contribution / active EE | $3,840 | $2,235+71.8% | $2,819+36.2% | $2,428+58.1% |
| Participant deferral / active EE | $3,302 | $3,824-13.6% | $4,399-24.9% | $4,046-18.4% |
| Admin fee / account holder | $6,208 | $523+1087.0% | $7,408-16.2% | $627+890.9% |