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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 | $82,725 | $125,797-34.2% | $170,043-51.4% | $75,173+10.0% |
| Participation rate | 85.9% | 83.6%+2.3pp | 87.0%-1.1pp | 67.2%+18.7pp |
| Annual return | 13.96% | 27.20%-13.2pp | 53.40%-39.4pp | 160.72%-146.8pp |
| Employer contribution / active EE | $4,605 | $4,616-0.2% | $6,790-32.2% | $2,671+72.4% |
| Participant deferral / active EE | $5,338 | $6,838-21.9% | $10,410-48.7% | $4,126+29.4% |
| Admin fee / account holder | $3,371 | $8,177-58.8% | $12,824-73.7% | $5,651-40.3% |