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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 | $83,536 | $139,948-40.3% | $121,663-31.3% | $154,746-46.0% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.5%+13.0pp | 80.7%+6.8pp |
| Annual return | 15.64% | 230.52%-214.9pp | 147.54%-131.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $2,166 | $3,521-38.5% | $3,020-28.3% | $4,379-50.5% |
| Participant deferral / active EE | $5,873 | $5,629+4.3% | $4,887+20.2% | $6,730-12.7% |
| Admin fee / account holder | $21,388 | $17,321+23.5% | $14,289+49.7% | $14,365+48.9% |