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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 | $114,912 | $101,763+12.9% | $164,866-30.3% | $80,874+42.1% |
| Participation rate | 72.3% | 71.8%+0.5pp | 78.6%-6.3pp | 67.6%+4.7pp |
| Annual return | 10.76% | 16.73%-6.0pp | 69.97%-59.2pp | 35.62%-24.9pp |
| Employer contribution / active EE | $3,384 | $2,954+14.5% | $4,343-22.1% | $2,756+22.8% |
| Participant deferral / active EE | $7,526 | $4,477+68.1% | $6,033+24.7% | $4,297+75.1% |
| Admin fee / account holder | $25,367 | $8,228+208.3% | $12,689+99.9% | $6,935+265.8% |