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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 | $81,331+69.2% | $155,534-11.5% | $80,935+70.1% |
| Participation rate | 86.2% | 66.3%+20.0pp | 78.2%+8.0pp | 67.7%+18.5pp |
| Annual return | 11.70% | 33.37%-21.7pp | 64.92%-53.2pp | 35.66%-24.0pp |
| Employer contribution / active EE | $2,337 | $3,105-24.7% | $4,675-50.0% | $2,757-15.2% |
| Participant deferral / active EE | $4,069 | $3,454+17.8% | $5,630-27.7% | $4,299-5.4% |
| Admin fee / account holder | $2,873 | $7,999-64.1% | $15,900-81.9% | $6,924-58.5% |