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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 | $129,866 | $106,749+21.7% | $145,433-10.7% | $82,448+57.5% |
| Participation rate | 90.0% | 75.6%+14.4pp | 82.1%+7.9pp | 68.1%+21.9pp |
| Annual return | 16.83% | 27.59%-10.8pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,829 | $3,444-17.9% | $4,554-37.9% | $2,551+10.9% |
| Participant deferral / active EE | $6,502 | $6,519-0.3% | $7,897-17.7% | $4,139+57.1% |
| Admin fee / account holder | $8,155 | $8,390-2.8% | $13,129-37.9% | $7,234+12.7% |