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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 | $125,075 | $106,749+17.2% | $145,433-14.0% | $82,448+51.7% |
| Participation rate | 82.1% | 75.6%+6.4pp | 82.1%-0.1pp | 68.1%+14.0pp |
| Annual return | 15.89% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $3,033 | $3,444-12.0% | $4,554-33.4% | $2,551+18.9% |
| Participant deferral / active EE | $4,932 | $6,519-24.3% | $7,897-37.5% | $4,139+19.2% |
| Admin fee / account holder | $4,373 | $8,390-47.9% | $13,129-66.7% | $7,234-39.6% |