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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 | $106,524+11.8% | $152,301-21.8% | $87,485+36.2% |
| Participation rate | 77.3% | 75.8%+1.5pp | 82.4%-5.2pp | 68.9%+8.3pp |
| Annual return | 21.68% | 26.89%-5.2pp | 80.50%-58.8pp | 26.06%-4.4pp |
| Employer contribution / active EE | $1,815 | $3,371-46.2% | $4,624-60.8% | $2,596-30.1% |
| Participant deferral / active EE | $9,519 | $6,525+45.9% | $8,004+18.9% | $4,274+122.7% |
| Admin fee / account holder | $7,980 | $8,287-3.7% | $14,398-44.6% | $7,775+2.6% |