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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 | $117,982 | $108,825+8.4% | $156,181-24.5% | $82,448+43.1% |
| Participation rate | 71.2% | 72.4%-1.2pp | 78.8%-7.7pp | 68.1%+3.1pp |
| Annual return | 15.12% | 20.59%-5.5pp | 64.87%-49.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,777 | $2,870+31.6% | $4,294-12.0% | $2,551+48.1% |
| Participant deferral / active EE | $5,422 | $4,577+18.4% | $6,132-11.6% | $4,139+31.0% |
| Admin fee / account holder | $549 | $9,341-94.1% | $14,586-96.2% | $7,234-92.4% |