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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 | $88,134 | $106,749-17.4% | $145,433-39.4% | $82,448+6.9% |
| Participation rate | 82.1% | 75.6%+6.4pp | 82.1%-0.1pp | 68.1%+14.0pp |
| Annual return | 18.62% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $4,094 | $3,444+18.8% | $4,554-10.1% | $2,551+60.5% |
| Participant deferral / active EE | $8,945 | $6,519+37.2% | $7,897+13.3% | $4,139+116.1% |
| Admin fee / account holder | $14,997 | $8,390+78.8% | $13,129+14.2% | $7,234+107.3% |