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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 | $86,692 | $76,407+13.5% | $150,298-42.3% | $82,448+5.1% |
| Participation rate | 75.9% | 66.4%+9.5pp | 77.8%-1.9pp | 68.1%+7.8pp |
| Annual return | 14.17% | 39.99%-25.8pp | 62.79%-48.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $3,027 | $2,614+15.8% | $4,154-27.1% | $2,551+18.7% |
| Participant deferral / active EE | $5,432 | $3,214+69.0% | $5,453-0.4% | $4,139+31.2% |
| Admin fee / account holder | $10,408 | $6,352+63.9% | $14,116-26.3% | $7,234+43.9% |