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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 | $111,730 | $75,541+47.9% | $152,093-26.5% | $82,637+35.2% |
| Participation rate | 84.7% | 66.5%+18.2pp | 77.8%+7.0pp | 68.1%+16.7pp |
| Annual return | 15.46% | 32.56%-17.1pp | 66.36%-50.9pp | 53.51%-38.1pp |
| Employer contribution / active EE | $1,461 | $2,622-44.3% | $4,175-65.0% | $2,552-42.7% |
| Participant deferral / active EE | $4,822 | $3,206+50.4% | $5,451-11.5% | $4,126+16.9% |
| Admin fee / account holder | $2,531 | $6,405-60.5% | $14,497-82.5% | $7,339-65.5% |