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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 | $86,122 | $106,749-19.3% | $145,433-40.8% | $82,448+4.5% |
| Participation rate | 89.1% | 75.6%+13.5pp | 82.1%+7.0pp | 68.1%+21.1pp |
| Annual return | 16.58% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $4,224 | $3,444+22.6% | $4,554-7.3% | $2,551+65.6% |
| Participant deferral / active EE | $8,557 | $6,519+31.3% | $7,897+8.3% | $4,139+106.7% |
| Admin fee / account holder | $18,141 | $8,390+116.2% | $13,129+38.2% | $7,234+150.8% |