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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 | $120,686 | $81,358+48.3% | $155,556-22.4% | $80,959+49.1% |
| Participation rate | 80.0% | 66.3%+13.7pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 13.84% | 33.39%-19.5pp | 64.84%-51.0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $2,237 | $3,106-28.0% | $4,675-52.2% | $2,757-18.9% |
| Participant deferral / active EE | $4,023 | $3,455+16.4% | $5,631-28.6% | $4,300-6.5% |
| Admin fee / account holder | $2,518 | $7,994-68.5% | $15,885-84.2% | $6,925-63.6% |