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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 | $115,184 | $106,524+8.1% | $152,301-24.4% | $87,485+31.7% |
| Participation rate | 77.4% | 75.8%+1.7pp | 82.4%-5.0pp | 68.9%+8.5pp |
| Annual return | 15.28% | 26.89%-11.6pp | 80.50%-65.2pp | 26.06%-10.8pp |
| Employer contribution / active EE | $2,798 | $3,371-17.0% | $4,624-39.5% | $2,596+7.8% |
| Participant deferral / active EE | $8,707 | $6,525+33.4% | $8,004+8.8% | $4,274+103.8% |
| Admin fee / account holder | $23,852 | $8,287+187.8% | $14,398+65.7% | $7,775+206.8% |