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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 | $128,480 | $106,749+20.4% | $145,433-11.7% | $82,448+55.8% |
| Participation rate | 94.6% | 75.6%+19.0pp | 82.1%+12.5pp | 68.1%+26.6pp |
| Annual return | 14.25% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,788 | $3,444-19.1% | $4,554-38.8% | $2,551+9.3% |
| Participant deferral / active EE | $4,906 | $6,519-24.7% | $7,897-37.9% | $4,139+18.5% |
| Admin fee / account holder | $8,462 | $8,390+0.9% | $13,129-35.5% | $7,234+17.0% |