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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 | $111,144 | $88,672+25.3% | $105,223+5.6% | $82,448+34.8% |
| Participation rate | 70.1% | 67.9%+2.2pp | 75.0%-4.9pp | 68.1%+2.1pp |
| Annual return | 15.78% | 30.86%-15.1pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,853 | $3,048-6.4% | $3,689-22.6% | $2,551+11.8% |
| Participant deferral / active EE | $4,715 | $4,036+16.8% | $5,072-7.0% | $4,139+13.9% |
| Admin fee / account holder | $8,837 | $7,146+23.7% | $8,859-0.2% | $7,234+22.2% |