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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 | $130,122 | $83,898+55.1% | $133,346-2.4% | $94,015+38.4% |
| Participation rate | 86.2% | 63.4%+22.9pp | 72.8%+13.4pp | 70.8%+15.4pp |
| Annual return | 12.11% | 16.00%-3.9pp | 36.85%-24.7pp | 17.84%-5.7pp |
| Employer contribution / active EE | $1,756 | $1,821-3.5% | $2,853-38.5% | $2,790-37.1% |
| Participant deferral / active EE | $5,453 | $3,245+68.0% | $4,332+25.9% | $4,249+28.3% |
| Admin fee / account holder | $15,914 | $7,809+103.8% | $14,264+11.6% | $8,951+77.8% |