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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 | $84,137 | $117,895-28.6% | $102,460-17.9% | $145,897-42.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 11.59% | 31.92%-20.3pp | 29.47%-17.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $3,488 | $3,619-3.6% | $3,025+15.3% | $4,663-25.2% |
| Participant deferral / active EE | $4,975 | $5,736-13.3% | $5,056-1.6% | $6,689-25.6% |
| Admin fee / account holder | $12,038 | $13,353-9.8% | $9,460+27.3% | $13,390-10.1% |