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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 | $106,749+7.9% | $145,433-20.8% | $82,448+39.7% |
| Participation rate | 77.4% | 75.6%+1.8pp | 82.1%-4.7pp | 68.1%+9.4pp |
| Annual return | 15.28% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,798 | $3,444-18.8% | $4,554-38.6% | $2,551+9.7% |
| Participant deferral / active EE | $8,707 | $6,519+33.6% | $7,897+10.3% | $4,139+110.4% |
| Admin fee / account holder | $23,852 | $8,390+184.3% | $13,129+81.7% | $7,234+229.7% |