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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 | $99,875+20.0% | $146,866-18.4% | $86,983+37.8% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.5%-2.1pp | 69.5%+10.9pp |
| Annual return | 15.85% | 28.10%-12.2pp | 102.85%-87.0pp | 25.83%-10.0pp |
| Employer contribution / active EE | $2,499 | $3,224-22.5% | $4,425-43.5% | $2,584-3.3% |
| Participant deferral / active EE | $9,114 | $6,322+44.2% | $7,759+17.5% | $4,194+117.3% |
| Admin fee / account holder | $9,431 | $7,838+20.3% | $13,620-30.8% | $7,856+20.1% |