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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 | $86,132 | $67,602+27.4% | $82,312+4.6% | $70,126+22.8% |
| Participation rate | 83.5% | 72.8%+10.8pp | 76.9%+6.6pp | 69.5%+14.0pp |
| Annual return | 14.40% | 21.57%-7.2pp | 25.88%-11.5pp | 73.15%-58.8pp |
| Employer contribution / active EE | $1,559 | $1,755-11.2% | $2,428-35.8% | $2,343-33.5% |
| Participant deferral / active EE | $3,150 | $2,987+5.4% | $3,706-15.0% | $3,332-5.5% |
| Admin fee / account holder | $1,154 | $4,512-74.4% | $5,608-79.4% | $4,645-75.1% |