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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 | $77,472+10.1% | $100,415-15.1% | $80,959+5.4% |
| Participation rate | 75.0% | 76.9%-1.9pp | 81.5%-6.5pp | 67.7%+7.3pp |
| Annual return | 15.90% | 37.26%-21.4pp | 49.47%-33.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $4,656 | $2,800+66.3% | $3,943+18.1% | $2,757+68.9% |
| Participant deferral / active EE | $6,900 | $6,818+1.2% | $8,091-14.7% | $4,300+60.4% |
| Admin fee / account holder | $1,821 | $5,885-69.1% | $7,906-77.0% | $6,925-73.7% |