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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 | $127,165 | $95,453+33.2% | $112,040+13.5% | $82,448+54.2% |
| Participation rate | 86.2% | 72.8%+13.5pp | 76.5%+9.7pp | 68.1%+18.1pp |
| Annual return | 14.21% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,169 | $2,318-6.4% | $2,954-26.6% | $2,551-15.0% |
| Participant deferral / active EE | $7,073 | $4,224+67.5% | $5,098+38.8% | $4,139+70.9% |
| Admin fee / account holder | $6,933 | $9,013-23.1% | $12,098-42.7% | $7,234-4.2% |