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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 | $101,795+12.9% | $165,100-30.4% | $80,959+41.9% |
| Participation rate | 72.3% | 71.8%+0.5pp | 78.6%-6.3pp | 67.7%+4.7pp |
| Annual return | 10.76% | 16.73%-6.0pp | 70.21%-59.5pp | 35.67%-24.9pp |
| Employer contribution / active EE | $3,384 | $2,954+14.6% | $4,348-22.2% | $2,757+22.7% |
| Participant deferral / active EE | $7,526 | $4,476+68.1% | $6,035+24.7% | $4,300+75.0% |
| Admin fee / account holder | $25,367 | $8,221+208.6% | $12,696+99.8% | $6,925+266.3% |