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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 | $119,587 | $87,059+37.4% | $105,608+13.2% | $80,925+47.8% |
| Participation rate | 85.2% | 70.4%+14.7pp | 75.3%+9.9pp | 67.7%+17.5pp |
| Annual return | 13.12% | 17.05%-3.9pp | 116.50%-103.4pp | 35.65%-22.5pp |
| Employer contribution / active EE | $2,708 | $2,396+13.0% | $3,167-14.5% | $2,756-1.8% |
| Participant deferral / active EE | $2,432 | $3,986-39.0% | $5,010-51.5% | $4,299-43.4% |
| Admin fee / account holder | $8,395 | $8,443-0.6% | $11,028-23.9% | $6,940+21.0% |