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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 | $112,081 | $97,550+14.9% | $120,344-6.9% | $87,485+28.1% |
| Participation rate | 79.7% | 72.8%+6.9pp | 76.7%+3.0pp | 68.9%+10.8pp |
| Annual return | 11.87% | 18.41%-6.5pp | 20.30%-8.4pp | 26.06%-14.2pp |
| Employer contribution / active EE | $1,592 | $2,291-30.5% | $3,020-47.3% | $2,596-38.7% |
| Participant deferral / active EE | $3,868 | $4,230-8.6% | $5,135-24.7% | $4,274-9.5% |
| Admin fee / account holder | $11,741 | $9,543+23.0% | $12,742-7.9% | $7,775+51.0% |