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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 | $84,443 | $81,276+3.9% | $155,574-45.7% | $80,925+4.3% |
| Participation rate | 92.5% | 66.2%+26.3pp | 78.2%+14.3pp | 67.7%+24.8pp |
| Annual return | 11.82% | 33.36%-21.5pp | 64.87%-53.0pp | 35.65%-23.8pp |
| Employer contribution / active EE | $3,564 | $3,103+14.9% | $4,676-23.8% | $2,756+29.3% |
| Participant deferral / active EE | $3,233 | $3,453-6.4% | $5,629-42.6% | $4,299-24.8% |
| Admin fee / account holder | $9,164 | $7,993+14.6% | $15,914-42.4% | $6,940+32.0% |