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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 | $120,297 | $106,524+12.9% | $152,301-21.0% | $87,485+37.5% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.4%+12.7pp | 68.9%+26.2pp |
| Annual return | 16.34% | 26.89%-10.5pp | 80.50%-64.2pp | 26.06%-9.7pp |
| Employer contribution / active EE | $1,615 | $3,371-52.1% | $4,624-65.1% | $2,596-37.8% |
| Participant deferral / active EE | $5,834 | $6,525-10.6% | $8,004-27.1% | $4,274+36.5% |
| Admin fee / account holder | $22,266 | $8,287+168.7% | $14,398+54.6% | $7,775+186.4% |