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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 | $137,652 | $95,453+44.2% | $112,040+22.9% | $82,448+67.0% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.5%+3.5pp | 68.1%+11.9pp |
| Annual return | 14.44% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,078 | $2,318-10.3% | $2,954-29.7% | $2,551-18.5% |
| Participant deferral / active EE | $4,081 | $4,224-3.4% | $5,098-19.9% | $4,139-1.4% |
| Admin fee / account holder | $4,414 | $9,013-51.0% | $12,098-63.5% | $7,234-39.0% |