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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 | $128,357 | $106,749+20.2% | $145,433-11.7% | $82,448+55.7% |
| Participation rate | 87.8% | 75.6%+12.2pp | 82.1%+5.7pp | 68.1%+19.7pp |
| Annual return | 17.14% | 27.59%-10.5pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,542 | $3,444-26.2% | $4,554-44.2% | $2,551-0.3% |
| Participant deferral / active EE | $7,301 | $6,519+12.0% | $7,897-7.6% | $4,139+76.4% |
| Admin fee / account holder | $33,897 | $8,390+304.0% | $13,129+158.2% | $7,234+368.6% |