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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 | $145,839 | $106,524+36.9% | $152,301-4.2% | $87,485+66.7% |
| Participation rate | 89.7% | 75.8%+14.0pp | 82.4%+7.3pp | 68.9%+20.8pp |
| Annual return | 15.66% | 26.89%-11.2pp | 80.50%-64.8pp | 26.06%-10.4pp |
| Employer contribution / active EE | $3,488 | $3,371+3.4% | $4,624-24.6% | $2,596+34.3% |
| Participant deferral / active EE | $8,715 | $6,525+33.6% | $8,004+8.9% | $4,274+103.9% |
| Admin fee / account holder | $3,352 | $8,287-59.6% | $14,398-76.7% | $7,775-56.9% |