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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 | $126,228 | $115,931+8.9% | $185,441-31.9% | $86,983+45.1% |
| Participation rate | 90.7% | 73.6%+17.0pp | 80.3%+10.4pp | 69.5%+21.1pp |
| Annual return | 15.61% | 21.47%-5.9pp | 20.16%-4.6pp | 25.83%-10.2pp |
| Employer contribution / active EE | $2,793 | $2,937-4.9% | $4,672-40.2% | $2,584+8.1% |
| Participant deferral / active EE | $7,130 | $4,551+56.7% | $6,152+15.9% | $4,194+70.0% |
| Admin fee / account holder | $5,262 | $10,687-50.8% | $17,890-70.6% | $7,856-33.0% |