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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 | $116,635 | $101,798+14.6% | $165,071-29.3% | $80,935+44.1% |
| Participation rate | 70.4% | 71.8%-1.5pp | 78.6%-8.3pp | 67.7%+2.7pp |
| Annual return | 16.10% | 16.73%-0.6pp | 70.17%-54.1pp | 35.66%-19.6pp |
| Employer contribution / active EE | $1,455 | $2,954-50.8% | $4,347-66.5% | $2,757-47.2% |
| Participant deferral / active EE | $4,880 | $4,476+9.0% | $6,035-19.1% | $4,299+13.5% |
| Admin fee / account holder | $11,376 | $8,221+38.4% | $12,695-10.4% | $6,924+64.3% |