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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 | $123,783 | $110,137+12.4% | $161,149-23.2% | $82,637+49.8% |
| Participation rate | 84.6% | 72.4%+12.3pp | 78.8%+5.8pp | 68.1%+16.6pp |
| Annual return | 14.02% | 20.69%-6.7pp | 21.16%-7.1pp | 53.51%-39.5pp |
| Employer contribution / active EE | $7,692 | $2,856+169.3% | $4,360+76.4% | $2,552+201.4% |
| Participant deferral / active EE | $2,394 | $4,575-47.7% | $6,153-61.1% | $4,126-42.0% |
| Admin fee / account holder | $4,439 | $9,467-53.1% | $15,194-70.8% | $7,339-39.5% |