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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 | $121,983 | $106,524+14.5% | $152,301-19.9% | $87,485+39.4% |
| Participation rate | 86.6% | 75.8%+10.8pp | 82.4%+4.1pp | 68.9%+17.6pp |
| Annual return | 16.73% | 26.89%-10.2pp | 80.50%-63.8pp | 26.06%-9.3pp |
| Employer contribution / active EE | $2,985 | $3,371-11.5% | $4,624-35.5% | $2,596+15.0% |
| Participant deferral / active EE | $5,621 | $6,525-13.8% | $8,004-29.8% | $4,274+31.5% |
| Admin fee / account holder | $1,538 | $8,287-81.4% | $14,398-89.3% | $7,775-80.2% |