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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 | $81,331+48.4% | $155,534-22.4% | $80,935+49.1% |
| Participation rate | 80.0% | 66.3%+13.7pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 13.84% | 33.37%-19.5pp | 64.92%-51.1pp | 35.66%-21.8pp |
| Employer contribution / active EE | $2,237 | $3,105-28.0% | $4,675-52.2% | $2,757-18.9% |
| Participant deferral / active EE | $4,023 | $3,454+16.5% | $5,630-28.5% | $4,299-6.4% |
| Admin fee / account holder | $2,518 | $7,999-68.5% | $15,900-84.2% | $6,924-63.6% |