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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 | $119,145 | $106,749+11.6% | $145,433-18.1% | $82,448+44.5% |
| Participation rate | 77.3% | 75.6%+1.6pp | 82.1%-4.8pp | 68.1%+9.2pp |
| Annual return | 21.68% | 27.59%-5.9pp | 66.58%-44.9pp | 41.64%-20.0pp |
| Employer contribution / active EE | $1,815 | $3,444-47.3% | $4,554-60.1% | $2,551-28.8% |
| Participant deferral / active EE | $9,519 | $6,519+46.0% | $7,897+20.5% | $4,139+130.0% |
| Admin fee / account holder | $7,980 | $8,390-4.9% | $13,129-39.2% | $7,234+10.3% |