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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 | $137,639 | $81,276+69.3% | $155,574-11.5% | $80,925+70.1% |
| Participation rate | 86.2% | 66.2%+20.0pp | 78.2%+8.0pp | 67.7%+18.5pp |
| Annual return | 11.70% | 33.36%-21.7pp | 64.87%-53.2pp | 35.65%-23.9pp |
| Employer contribution / active EE | $2,337 | $3,103-24.7% | $4,676-50.0% | $2,756-15.2% |
| Participant deferral / active EE | $4,069 | $3,453+17.8% | $5,629-27.7% | $4,299-5.3% |
| Admin fee / account holder | $2,873 | $7,993-64.1% | $15,914-82.0% | $6,940-58.6% |