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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 | $82,162 | $82,882-0.9% | $127,803-35.7% | $72,983+12.6% |
| Participation rate | 77.8% | 71.5%+6.3pp | 79.0%-1.2pp | 69.5%+8.3pp |
| Annual return | 21.29% | 32.20%-10.9pp | 26.14%-4.9pp | 81.01%-59.7pp |
| Employer contribution / active EE | $1,067 | $3,346-68.1% | $4,576-76.7% | $2,440-56.3% |
| Participant deferral / active EE | $3,778 | $4,791-21.1% | $6,023-37.3% | $3,608+4.7% |
| Admin fee / account holder | $972 | $6,487-85.0% | $9,399-89.7% | $5,124-81.0% |