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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 | $155,076 | $86,938+78.4% | $102,423+51.4% | $80,925+91.6% |
| Participation rate | 84.7% | 72.4%+12.3pp | 76.5%+8.2pp | 67.7%+17.1pp |
| Annual return | 11.26% | 18.89%-7.6pp | 29.42%-18.2pp | 35.65%-24.4pp |
| Employer contribution / active EE | $1,971 | $2,369-16.8% | $3,023-34.8% | $2,756-28.5% |
| Participant deferral / active EE | $4,779 | $4,120+16.0% | $5,054-5.4% | $4,299+11.2% |
| Admin fee / account holder | $15,144 | $8,053+88.1% | $9,455+60.2% | $6,940+118.2% |