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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 | $110,137+6.3% | $161,149-27.4% | $82,637+41.6% |
| Participation rate | 75.9% | 72.4%+3.6pp | 78.8%-2.9pp | 68.1%+7.8pp |
| Annual return | 16.45% | 20.69%-4.2pp | 21.16%-4.7pp | 53.51%-37.1pp |
| Employer contribution / active EE | $2,215 | $2,856-22.5% | $4,360-49.2% | $2,552-13.2% |
| Participant deferral / active EE | $9,089 | $4,575+98.7% | $6,153+47.7% | $4,126+120.3% |
| Admin fee / account holder | $12,250 | $9,467+29.4% | $15,194-19.4% | $7,339+66.9% |