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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 | $116,001 | $145,431-20.2% | $211,142-45.1% | $87,485+32.6% |
| Participation rate | 92.3% | 84.7%+7.6pp | 87.3%+5.0pp | 68.9%+23.4pp |
| Annual return | 20.82% | 27.21%-6.4pp | 46.84%-26.0pp | 26.06%-5.2pp |
| Employer contribution / active EE | $16,190 | $4,662+247.3% | $6,442+151.3% | $2,596+523.6% |
| Participant deferral / active EE | $10,150 | $6,859+48.0% | $9,284+9.3% | $4,274+137.5% |
| Admin fee / account holder | $7,262 | $17,052-57.4% | $19,076-61.9% | $7,775-6.6% |