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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 | $128,914 | $76,371+68.8% | $93,621+37.7% | $72,976+76.7% |
| Participation rate | 73.3% | 71.8%+1.6pp | 75.8%-2.5pp | 69.5%+3.8pp |
| Annual return | 22.52% | 25.82%-3.3pp | 32.76%-10.2pp | 81.02%-58.5pp |
| Employer contribution / active EE | $2,089 | $2,276-8.2% | $2,719-23.2% | $2,440-14.4% |
| Participant deferral / active EE | $3,740 | $3,538+5.7% | $4,070-8.1% | $3,608+3.7% |
| Admin fee / account holder | $11,911 | $6,839+74.2% | $7,890+51.0% | $5,124+132.4% |