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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 | $112,993 | $88,042+28.3% | $138,135-18.2% | $79,856+41.5% |
| Participation rate | 92.9% | 71.4%+21.4pp | 78.7%+14.2pp | 69.6%+23.2pp |
| Annual return | 11.80% | 20.58%-8.8pp | 20.51%-8.7pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,843 | $3,103-40.6% | $5,587-67.0% | $2,471-25.4% |
| Participant deferral / active EE | $3,790 | $4,704-19.4% | $6,431-41.1% | $3,741+1.3% |
| Admin fee / account holder | $15,843 | $7,791+103.3% | $11,856+33.6% | $5,306+198.6% |