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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 | $134,172 | $106,524+26.0% | $152,301-11.9% | $87,485+53.4% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.4%+10.1pp | 68.9%+23.7pp |
| Annual return | 15.40% | 26.89%-11.5pp | 80.50%-65.1pp | 26.06%-10.7pp |
| Employer contribution / active EE | $2,771 | $3,371-17.8% | $4,624-40.1% | $2,596+6.7% |
| Participant deferral / active EE | $8,011 | $6,525+22.8% | $8,004+0.1% | $4,274+87.5% |
| Admin fee / account holder | $10,922 | $8,287+31.8% | $14,398-24.1% | $7,775+40.5% |