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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 | $99,875+17.3% | $146,866-20.2% | $86,983+34.7% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 14.64% | 28.10%-13.5pp | 102.85%-88.2pp | 25.83%-11.2pp |
| Employer contribution / active EE | $1,828 | $3,224-43.3% | $4,425-58.7% | $2,584-29.3% |
| Participant deferral / active EE | $5,627 | $6,322-11.0% | $7,759-27.5% | $4,194+34.2% |
| Admin fee / account holder | $3,086 | $7,838-60.6% | $13,620-77.3% | $7,856-60.7% |