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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 | $131,203 | $106,749+22.9% | $145,433-9.8% | $82,448+59.1% |
| Participation rate | 85.2% | 75.6%+9.5pp | 82.1%+3.1pp | 68.1%+17.1pp |
| Annual return | 16.10% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,037 | $3,444-40.9% | $4,554-55.3% | $2,551-20.1% |
| Participant deferral / active EE | $8,564 | $6,519+31.4% | $7,897+8.4% | $4,139+106.9% |
| Admin fee / account holder | $8,650 | $8,390+3.1% | $13,129-34.1% | $7,234+19.6% |