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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 | $83,736 | $57,590+45.4% | $86,233-2.9% | $82,448+1.6% |
| Participation rate | 92.5% | 57.9%+34.6pp | 69.0%+23.4pp | 68.1%+24.4pp |
| Annual return | 14.67% | 22.41%-7.7pp | 61.39%-46.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $6,046 | $1,655+265.3% | $2,504+141.4% | $2,551+137.0% |
| Participant deferral / active EE | $4,498 | $3,080+46.1% | $4,559-1.3% | $4,139+8.7% |
| Admin fee / account holder | $2,819 | $4,730-40.4% | $8,342-66.2% | $7,234-61.0% |