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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 | $130,056 | $88,707+46.6% | $74,184+75.3% | $273,972-52.5% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.6%+16.2pp | 83.0%+9.8pp |
| Annual return | 9.66% | 11.94%-2.3pp | 17.74%-8.1pp | 41.46%-31.8pp |
| Employer contribution / active EE | $2,514 | $3,159-20.4% | $2,370+6.1% | $4,869-48.4% |
| Participant deferral / active EE | $6,619 | $4,212+57.2% | $3,550+86.5% | $5,287+25.2% |
| Admin fee / account holder | $11,658 | $8,717+33.7% | $5,586+108.7% | $10,133+15.1% |