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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 | $127,357 | $101,798+25.1% | $165,071-22.8% | $80,935+57.4% |
| Participation rate | 72.7% | 71.8%+0.9pp | 78.6%-5.9pp | 67.7%+5.1pp |
| Annual return | 13.20% | 16.73%-3.5pp | 70.17%-57.0pp | 35.66%-22.5pp |
| Employer contribution / active EE | $2,232 | $2,954-24.4% | $4,347-48.7% | $2,757-19.0% |
| Participant deferral / active EE | $6,980 | $4,476+55.9% | $6,035+15.7% | $4,299+62.3% |
| Admin fee / account holder | $3,854 | $8,221-53.1% | $12,695-69.6% | $6,924-44.3% |