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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 | $86,949-6.1% | $102,460-20.3% | $80,959+0.9% |
| Participation rate | 74.1% | 72.4%+1.8pp | 76.5%-2.4pp | 67.7%+6.5pp |
| Annual return | 13.96% | 18.89%-4.9pp | 29.47%-15.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $4,022 | $2,370+69.7% | $3,025+32.9% | $2,757+45.9% |
| Participant deferral / active EE | $6,130 | $4,121+48.8% | $5,056+21.2% | $4,300+42.6% |
| Admin fee / account holder | $4,091 | $8,048-49.2% | $9,460-56.8% | $6,925-40.9% |