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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 | $132,193 | $108,825+21.5% | $156,181-15.4% | $82,448+60.3% |
| Participation rate | 92.0% | 72.4%+19.6pp | 78.8%+13.2pp | 68.1%+23.9pp |
| Annual return | 13.62% | 20.59%-7.0pp | 64.87%-51.3pp | 41.64%-28.0pp |
| Employer contribution / active EE | $896 | $2,870-68.8% | $4,294-79.1% | $2,551-64.9% |
| Participant deferral / active EE | $4,773 | $4,577+4.3% | $6,132-22.2% | $4,139+15.3% |
| Admin fee / account holder | $961 | $9,341-89.7% | $14,586-93.4% | $7,234-86.7% |