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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 | $118,312 | $138,393-14.5% | $184,256-35.8% | $80,959+46.1% |
| Participation rate | 85.1% | 83.9%+1.2pp | 86.8%-1.7pp | 67.7%+17.4pp |
| Annual return | 14.92% | 20.01%-5.1pp | 28.85%-13.9pp | 35.67%-20.8pp |
| Employer contribution / active EE | $2,545 | $4,847-47.5% | $6,427-60.4% | $2,757-7.7% |
| Participant deferral / active EE | $13,910 | $7,076+96.6% | $9,133+52.3% | $4,300+223.5% |
| Admin fee / account holder | $8,380 | $10,489-20.1% | $13,899-39.7% | $6,925+21.0% |