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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 | $81,198 | $64,729+25.4% | $112,263-27.7% | $68,490+18.6% |
| Participation rate | 85.4% | 67.2%+18.2pp | 75.1%+10.3pp | 67.9%+17.5pp |
| Annual return | 24.17% | -11.40%+35.6pp | 27.49%-3.3pp | -7.85%+32.0pp |
| Employer contribution / active EE | $716 | $2,746-73.9% | $3,636-80.3% | $2,597-72.4% |
| Participant deferral / active EE | $4,320 | $3,566+21.2% | $4,729-8.7% | $4,028+7.3% |
| Admin fee / account holder | $6,961 | $5,222+33.3% | $6,410+8.6% | $5,403+28.8% |