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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 | $128,186 | $106,524+20.3% | $152,301-15.8% | $87,485+46.5% |
| Participation rate | 88.4% | 75.8%+12.7pp | 82.4%+6.0pp | 68.9%+19.5pp |
| Annual return | 17.18% | 26.89%-9.7pp | 80.50%-63.3pp | 26.06%-8.9pp |
| Employer contribution / active EE | $2,760 | $3,371-18.1% | $4,624-40.3% | $2,596+6.3% |
| Participant deferral / active EE | $6,983 | $6,525+7.0% | $8,004-12.7% | $4,274+63.4% |
| Admin fee / account holder | $10,048 | $8,287+21.3% | $14,398-30.2% | $7,775+29.2% |