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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 | $123,552 | $138,366-10.7% | $184,185-32.9% | $80,911+52.7% |
| Participation rate | 81.7% | 83.9%-2.2pp | 86.8%-5.2pp | 67.6%+14.0pp |
| Annual return | 37.44% | 20.02%+17.4pp | 28.81%+8.6pp | 35.63%+1.8pp |
| Employer contribution / active EE | $3,202 | $4,849-34.0% | $6,426-50.2% | $2,756+16.2% |
| Participant deferral / active EE | $6,639 | $7,074-6.2% | $9,132-27.3% | $4,297+54.5% |
| Admin fee / account holder | $8,713 | $10,484-16.9% | $13,909-37.4% | $6,935+25.6% |