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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 | $106,749+14.3% | $145,433-16.1% | $82,448+48.0% |
| Participation rate | 86.6% | 75.6%+10.9pp | 82.1%+4.4pp | 68.1%+18.5pp |
| Annual return | 16.73% | 27.59%-10.9pp | 66.58%-49.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,985 | $3,444-13.3% | $4,554-34.5% | $2,551+17.0% |
| Participant deferral / active EE | $5,621 | $6,519-13.8% | $7,897-28.8% | $4,139+35.8% |
| Admin fee / account holder | $1,538 | $8,390-81.7% | $13,129-88.3% | $7,234-78.7% |