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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 | $117,038 | $108,825+7.5% | $156,181-25.1% | $82,448+42.0% |
| Participation rate | 75.9% | 72.4%+3.5pp | 78.8%-2.9pp | 68.1%+7.8pp |
| Annual return | 16.45% | 20.59%-4.1pp | 64.87%-48.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,215 | $2,870-22.8% | $4,294-48.4% | $2,551-13.2% |
| Participant deferral / active EE | $9,089 | $4,577+98.6% | $6,132+48.2% | $4,139+119.6% |
| Admin fee / account holder | $12,250 | $9,341+31.2% | $14,586-16.0% | $7,234+69.3% |