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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 | $117,175 | $106,524+10.0% | $152,301-23.1% | $87,485+33.9% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.4%+13.6pp | 68.9%+27.1pp |
| Annual return | 14.64% | 26.89%-12.3pp | 80.50%-65.9pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,828 | $3,371-45.8% | $4,624-60.5% | $2,596-29.6% |
| Participant deferral / active EE | $5,627 | $6,525-13.8% | $8,004-29.7% | $4,274+31.7% |
| Admin fee / account holder | $3,086 | $8,287-62.8% | $14,398-78.6% | $7,775-60.3% |