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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 | $126,292 | $106,864+18.2% | $147,318-14.3% | $82,637+52.8% |
| Participation rate | 75.6% | 75.5%+0.1pp | 82.1%-6.5pp | 68.1%+7.5pp |
| Annual return | 17.78% | 27.49%-9.7pp | 70.43%-52.6pp | 53.51%-35.7pp |
| Employer contribution / active EE | $1,577 | $3,417-53.8% | $4,593-65.7% | $2,552-38.2% |
| Participant deferral / active EE | $6,036 | $6,496-7.1% | $7,906-23.7% | $4,126+46.3% |
| Admin fee / account holder | $11,458 | $8,415+36.2% | $13,708-16.4% | $7,339+56.1% |