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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 | $112,767 | $117,859-4.3% | $102,438+10.1% | $145,959-22.7% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 11.65% | 31.72%-20.1pp | 29.37%-17.7pp | 561.95%-550.3pp |
| Employer contribution / active EE | $2,427 | $3,615-32.9% | $3,024-19.7% | $4,661-47.9% |
| Participant deferral / active EE | $6,400 | $5,732+11.6% | $5,054+26.6% | $6,689-4.3% |
| Admin fee / account holder | $1,955 | $13,318-85.3% | $9,448-79.3% | $13,398-85.4% |