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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 | $103,346 | $81,276+27.2% | $155,574-33.6% | $80,925+27.7% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.7%+19.8pp |
| Annual return | 12.38% | 33.36%-21.0pp | 64.87%-52.5pp | 35.65%-23.3pp |
| Employer contribution / active EE | $3,436 | $3,103+10.7% | $4,676-26.5% | $2,756+24.7% |
| Participant deferral / active EE | $4,129 | $3,453+19.6% | $5,629-26.7% | $4,299-4.0% |
| Admin fee / account holder | $1,160 | $7,993-85.5% | $15,914-92.7% | $6,940-83.3% |