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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 | $140,449 | $106,864+31.4% | $147,318-4.7% | $82,637+70.0% |
| Participation rate | 83.3% | 75.5%+7.8pp | 82.1%+1.3pp | 68.1%+15.3pp |
| Annual return | 15.07% | 27.49%-12.4pp | 70.43%-55.4pp | 53.51%-38.4pp |
| Employer contribution / active EE | $3,101 | $3,417-9.2% | $4,593-32.5% | $2,552+21.5% |
| Participant deferral / active EE | $5,081 | $6,496-21.8% | $7,906-35.7% | $4,126+23.1% |
| Admin fee / account holder | $1,041 | $8,415-87.6% | $13,708-92.4% | $7,339-85.8% |