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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 | $82,624 | $70,475+17.2% | $100,530-17.8% | $79,858+3.5% |
| Participation rate | 81.8% | 73.7%+8.2pp | 79.4%+2.4pp | 69.6%+12.2pp |
| Annual return | 13.52% | 21.90%-8.4pp | 30.89%-17.4pp | 31.72%-18.2pp |
| Employer contribution / active EE | $1,356 | $2,165-37.3% | $3,418-60.3% | $2,471-45.1% |
| Participant deferral / active EE | $4,771 | $5,181-7.9% | $6,271-23.9% | $3,740+27.6% |
| Admin fee / account holder | $1,215 | $4,478-72.9% | $8,083-85.0% | $5,306-77.1% |