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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 | $124,542 | $146,267-14.9% | $197,124-36.8% | $82,448+51.1% |
| Participation rate | 75.7% | 84.0%-8.3pp | 86.7%-11.0pp | 68.1%+7.6pp |
| Annual return | 22.35% | 29.61%-7.3pp | 44.34%-22.0pp | 41.64%-19.3pp |
| Employer contribution / active EE | $6,664 | $4,723+41.1% | $6,227+7.0% | $2,551+161.3% |
| Participant deferral / active EE | $15,892 | $7,035+125.9% | $9,135+74.0% | $4,139+283.9% |
| Admin fee / account holder | $1,272 | $14,422-91.2% | $16,298-92.2% | $7,234-82.4% |