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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 | $81,671 | $86,922-6.0% | $102,438-20.3% | $80,874+1.0% |
| Participation rate | 74.1% | 72.4%+1.8pp | 76.5%-2.4pp | 67.6%+6.5pp |
| Annual return | 13.96% | 18.90%-4.9pp | 29.37%-15.4pp | 35.62%-21.7pp |
| Employer contribution / active EE | $4,022 | $2,369+69.7% | $3,024+33.0% | $2,756+45.9% |
| Participant deferral / active EE | $6,130 | $4,119+48.8% | $5,054+21.3% | $4,297+42.7% |
| Admin fee / account holder | $4,091 | $8,050-49.2% | $9,448-56.7% | $6,935-41.0% |