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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 | $125,889 | $153,311-17.9% | $109,313+15.2% | $273,972-54.1% |
| Participation rate | 81.8% | 80.1%+1.7pp | 71.3%+10.6pp | 83.0%-1.2pp |
| Annual return | 9.68% | 29.86%-20.2pp | 22.07%-12.4pp | 41.46%-31.8pp |
| Employer contribution / active EE | $8,424 | $5,619+49.9% | $3,892+116.4% | $4,869+73.0% |
| Participant deferral / active EE | $3,442 | $3,932-12.5% | $3,166+8.7% | $5,287-34.9% |
| Admin fee / account holder | $1,570 | $8,076-80.6% | $5,666-72.3% | $10,133-84.5% |