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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 | $108,820 | $95,453+14.0% | $112,040-2.9% | $82,448+32.0% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.5%-4.5pp | 68.1%+3.9pp |
| Annual return | 13.66% | 23.92%-10.3pp | 24.52%-10.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,625 | $2,318-29.9% | $2,954-45.0% | $2,551-36.3% |
| Participant deferral / active EE | $5,293 | $4,224+25.3% | $5,098+3.8% | $4,139+27.9% |
| Admin fee / account holder | $2,226 | $9,013-75.3% | $12,098-81.6% | $7,234-69.2% |