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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 | $134,467 | $123,478+8.9% | $216,567-37.9% | $94,015+43.0% |
| Participation rate | 83.8% | 75.1%+8.7pp | 81.6%+2.1pp | 70.8%+13.0pp |
| Annual return | 22.22% | 23.61%-1.4pp | 12.94%+9.3pp | 17.84%+4.4pp |
| Employer contribution / active EE | $2,245 | $3,136-28.4% | $5,216-57.0% | $2,790-19.5% |
| Participant deferral / active EE | $4,096 | $4,556-10.1% | $6,191-33.8% | $4,249-3.6% |
| Admin fee / account holder | $22,715 | $12,753+78.1% | $21,981+3.3% | $8,951+153.8% |