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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 | $116,260 | $97,648+19.1% | $121,663-4.4% | $87,485+32.9% |
| Participation rate | 82.5% | 70.5%+12.0pp | 74.5%+8.0pp | 68.9%+13.5pp |
| Annual return | 11.91% | 18.03%-6.1pp | 147.54%-135.6pp | 26.06%-14.2pp |
| Employer contribution / active EE | $3,436 | $2,300+49.3% | $3,020+13.8% | $2,596+32.3% |
| Participant deferral / active EE | $6,658 | $3,923+69.7% | $4,887+36.2% | $4,274+55.8% |
| Admin fee / account holder | $8,144 | $11,100-26.6% | $14,289-43.0% | $7,775+4.7% |