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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 | $128,291 | $106,749+20.2% | $145,433-11.8% | $82,448+55.6% |
| Participation rate | 86.7% | 75.6%+11.1pp | 82.1%+4.6pp | 68.1%+18.7pp |
| Annual return | 14.81% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,532 | $3,444-26.5% | $4,554-44.4% | $2,551-0.7% |
| Participant deferral / active EE | $5,356 | $6,519-17.8% | $7,897-32.2% | $4,139+29.4% |
| Admin fee / account holder | $16,905 | $8,390+101.5% | $13,129+28.8% | $7,234+133.7% |