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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 | $112,945 | $75,541+49.5% | $152,093-25.7% | $82,637+36.7% |
| Participation rate | 85.7% | 66.5%+19.2pp | 77.8%+7.9pp | 68.1%+17.7pp |
| Annual return | 15.67% | 32.56%-16.9pp | 66.36%-50.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,263 | $2,622-51.8% | $4,175-69.7% | $2,552-50.5% |
| Participant deferral / active EE | $3,482 | $3,206+8.6% | $5,451-36.1% | $4,126-15.6% |
| Admin fee / account holder | $9,257 | $6,405+44.5% | $14,497-36.1% | $7,339+26.1% |