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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 | $138,260 | $115,931+19.3% | $185,441-25.4% | $86,983+59.0% |
| Participation rate | 80.8% | 73.6%+7.1pp | 80.3%+0.5pp | 69.5%+11.2pp |
| Annual return | 14.99% | 21.47%-6.5pp | 20.16%-5.2pp | 25.83%-10.8pp |
| Employer contribution / active EE | $1,602 | $2,937-45.5% | $4,672-65.7% | $2,584-38.0% |
| Participant deferral / active EE | $4,588 | $4,551+0.8% | $6,152-25.4% | $4,194+9.4% |
| Admin fee / account holder | $3,178 | $10,687-70.3% | $17,890-82.2% | $7,856-59.6% |