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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 | $114,003 | $99,875+14.1% | $146,866-22.4% | $86,983+31.1% |
| Participation rate | 86.9% | 75.8%+11.1pp | 82.5%+4.4pp | 69.5%+17.4pp |
| Annual return | 23.54% | 28.10%-4.6pp | 102.85%-79.3pp | 25.83%-2.3pp |
| Employer contribution / active EE | $2,393 | $3,224-25.8% | $4,425-45.9% | $2,584-7.4% |
| Participant deferral / active EE | $11,306 | $6,322+78.8% | $7,759+45.7% | $4,194+169.6% |
| Admin fee / account holder | $3,163 | $7,838-59.7% | $13,620-76.8% | $7,856-59.7% |