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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 | $125,987 | $97,550+29.2% | $120,344+4.7% | $87,485+44.0% |
| Participation rate | 78.4% | 72.8%+5.6pp | 76.7%+1.7pp | 68.9%+9.4pp |
| Annual return | 14.79% | 18.41%-3.6pp | 20.30%-5.5pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,903 | $2,291-16.9% | $3,020-37.0% | $2,596-26.7% |
| Participant deferral / active EE | $2,613 | $4,230-38.2% | $5,135-49.1% | $4,274-38.9% |
| Admin fee / account holder | $80,170 | $9,543+740.1% | $12,742+529.2% | $7,775+931.2% |