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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 | $99,219 | $72,027+37.8% | $185,861-46.6% | $79,856+24.2% |
| Participation rate | 89.2% | 65.8%+23.4pp | 78.0%+11.1pp | 69.6%+19.5pp |
| Annual return | 17.60% | 23.13%-5.5pp | 35.96%-18.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,340 | $1,965-31.8% | $4,088-67.2% | $2,471-45.8% |
| Participant deferral / active EE | $9,153 | $3,780+142.2% | $5,634+62.5% | $3,741+144.7% |
| Admin fee / account holder | $4,434 | $4,513-1.8% | $9,503-53.3% | $5,306-16.4% |