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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 | $85,270 | $72,027+18.4% | $185,835-54.1% | $79,852+6.8% |
| Participation rate | 85.4% | 65.8%+19.6pp | 78.0%+7.4pp | 69.6%+15.8pp |
| Annual return | 12.13% | 23.13%-11.0pp | 35.96%-23.8pp | 31.72%-19.6pp |
| Employer contribution / active EE | $2,800 | $1,965+42.5% | $4,087-31.5% | $2,471+13.3% |
| Participant deferral / active EE | $6,401 | $3,780+69.4% | $5,633+13.6% | $3,740+71.1% |
| Admin fee / account holder | $8,960 | $4,513+98.5% | $9,502-5.7% | $5,306+68.9% |