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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 | $85,782 | $81,276+5.5% | $155,574-44.9% | $80,925+6.0% |
| Participation rate | 70.0% | 66.2%+3.8pp | 78.2%-8.2pp | 67.7%+2.3pp |
| Annual return | 17.16% | 33.36%-16.2pp | 64.87%-47.7pp | 35.65%-18.5pp |
| Employer contribution / active EE | $2,927 | $3,103-5.7% | $4,676-37.4% | $2,756+6.2% |
| Participant deferral / active EE | $4,377 | $3,453+26.8% | $5,629-22.2% | $4,299+1.8% |
| Admin fee / account holder | $9,225 | $7,993+15.4% | $15,914-42.0% | $6,940+32.9% |