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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 | $139,364 | $78,015+78.6% | $178,505-21.9% | $80,959+72.1% |
| Participation rate | 85.3% | 65.7%+19.6pp | 77.1%+8.2pp | 67.7%+17.6pp |
| Annual return | 12.95% | 18.10%-5.2pp | 27.16%-14.2pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,583 | $2,281-30.6% | $3,955-60.0% | $2,757-42.6% |
| Participant deferral / active EE | $8,273 | $4,406+87.8% | $6,280+31.7% | $4,300+92.4% |
| Admin fee / account holder | $3,875 | $7,160-45.9% | $10,428-62.8% | $6,925-44.0% |