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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 | $136,601 | $106,524+28.2% | $152,301-10.3% | $87,485+56.1% |
| Participation rate | 80.3% | 75.8%+4.5pp | 82.4%-2.2pp | 68.9%+11.3pp |
| Annual return | 14.26% | 26.89%-12.6pp | 80.50%-66.2pp | 26.06%-11.8pp |
| Employer contribution / active EE | $3,235 | $3,371-4.0% | $4,624-30.0% | $2,596+24.6% |
| Participant deferral / active EE | $8,243 | $6,525+26.3% | $8,004+3.0% | $4,274+92.9% |
| Admin fee / account holder | $12,332 | $8,287+48.8% | $14,398-14.3% | $7,775+58.6% |