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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 | $114,685 | $102,245+12.2% | $89,340+28.4% | $137,256-16.4% |
| Participation rate | 75.0% | 74.9%+0.1pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 14.34% | 21.89%-7.5pp | 20.57%-6.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,311 | $2,529-48.2% | $2,231-41.2% | $4,156-68.5% |
| Participant deferral / active EE | $3,273 | $4,436-26.2% | $3,823-14.4% | $6,407-48.9% |
| Admin fee / account holder | $35,370 | $8,085+337.5% | $6,704+427.6% | $12,270+188.3% |