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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 | $97,550+11.6% | $120,344-9.6% | $87,485+24.4% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.7%-4.7pp | 68.9%+3.1pp |
| Annual return | 13.66% | 18.41%-4.8pp | 20.30%-6.6pp | 26.06%-12.4pp |
| Employer contribution / active EE | $1,625 | $2,291-29.1% | $3,020-46.2% | $2,596-37.4% |
| Participant deferral / active EE | $5,293 | $4,230+25.1% | $5,135+3.1% | $4,274+23.8% |
| Admin fee / account holder | $2,226 | $9,543-76.7% | $12,742-82.5% | $7,775-71.4% |