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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 | $87,920 | $67,602+30.1% | $82,312+6.8% | $70,126+25.4% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.9%+9.8pp | 69.5%+17.1pp |
| Annual return | 16.98% | 21.57%-4.6pp | 25.88%-8.9pp | 73.15%-56.2pp |
| Employer contribution / active EE | $2,572 | $1,755+46.6% | $2,428+5.9% | $2,343+9.8% |
| Participant deferral / active EE | $6,400 | $2,987+114.2% | $3,706+72.7% | $3,332+92.1% |
| Admin fee / account holder | $1,476 | $4,512-67.3% | $5,608-73.7% | $4,645-68.2% |