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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 | $131,764 | $95,453+38.0% | $112,040+17.6% | $82,448+59.8% |
| Participation rate | 81.9% | 72.8%+9.2pp | 76.5%+5.5pp | 68.1%+13.9pp |
| Annual return | 14.14% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,205 | $2,318-4.9% | $2,954-25.3% | $2,551-13.6% |
| Participant deferral / active EE | $6,693 | $4,224+58.5% | $5,098+31.3% | $4,139+61.7% |
| Admin fee / account holder | $8,588 | $9,013-4.7% | $12,098-29.0% | $7,234+18.7% |