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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 | $127,881 | $106,749+19.8% | $145,433-12.1% | $82,448+55.1% |
| Participation rate | 77.2% | 75.6%+1.5pp | 82.1%-4.9pp | 68.1%+9.1pp |
| Annual return | 15.12% | 27.59%-12.5pp | 66.58%-51.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,268 | $3,444-34.2% | $4,554-50.2% | $2,551-11.1% |
| Participant deferral / active EE | $8,385 | $6,519+28.6% | $7,897+6.2% | $4,139+102.6% |
| Admin fee / account holder | $22,050 | $8,390+162.8% | $13,129+67.9% | $7,234+204.8% |