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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 | $100,401 | $75,541+32.9% | $152,093-34.0% | $82,637+21.5% |
| Participation rate | 83.7% | 66.5%+17.2pp | 77.8%+6.0pp | 68.1%+15.7pp |
| Annual return | 21.27% | 32.56%-11.3pp | 66.36%-45.1pp | 53.51%-32.2pp |
| Employer contribution / active EE | $1,431 | $2,622-45.4% | $4,175-65.7% | $2,552-43.9% |
| Participant deferral / active EE | $12,730 | $3,206+297.1% | $5,451+133.5% | $4,126+208.5% |
| Admin fee / account holder | $8,556 | $6,405+33.6% | $14,497-41.0% | $7,339+16.6% |