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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 | $87,755 | $76,834+14.2% | $108,359-19.0% | $87,485+0.3% |
| Participation rate | 78.8% | 61.7%+17.1pp | 70.1%+8.7pp | 68.9%+9.9pp |
| Annual return | 15.83% | 19.09%-3.3pp | 36.89%-21.1pp | 26.06%-10.2pp |
| Employer contribution / active EE | $2,164 | $1,556+39.1% | $2,399-9.8% | $2,596-16.6% |
| Participant deferral / active EE | $4,123 | $3,100+33.0% | $4,137-0.3% | $4,274-3.5% |
| Admin fee / account holder | $791 | $6,537-87.9% | $9,741-91.9% | $7,775-89.8% |