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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 | $119,888 | $106,749+12.3% | $145,433-17.6% | $82,448+45.4% |
| Participation rate | 80.4% | 75.6%+4.8pp | 82.1%-1.7pp | 68.1%+12.4pp |
| Annual return | 15.85% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,499 | $3,444-27.5% | $4,554-45.1% | $2,551-2.0% |
| Participant deferral / active EE | $9,114 | $6,519+39.8% | $7,897+15.4% | $4,139+120.2% |
| Admin fee / account holder | $9,431 | $8,390+12.4% | $13,129-28.2% | $7,234+30.4% |