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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 | $85,297 | $77,460+10.1% | $100,378-15.0% | $80,925+5.4% |
| Participation rate | 75.0% | 76.9%-1.9pp | 81.5%-6.5pp | 67.7%+7.3pp |
| Annual return | 15.90% | 37.24%-21.3pp | 49.41%-33.5pp | 35.65%-19.7pp |
| Employer contribution / active EE | $4,656 | $2,801+66.2% | $3,942+18.1% | $2,756+68.9% |
| Participant deferral / active EE | $6,900 | $6,818+1.2% | $8,087-14.7% | $4,299+60.5% |
| Admin fee / account holder | $1,821 | $5,887-69.1% | $7,899-76.9% | $6,940-73.8% |