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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 | $136,353 | $106,749+27.7% | $145,433-6.2% | $82,448+65.4% |
| Participation rate | 71.9% | 75.6%-3.8pp | 82.1%-10.2pp | 68.1%+3.8pp |
| Annual return | 17.52% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $3,749 | $3,444+8.8% | $4,554-17.7% | $2,551+47.0% |
| Participant deferral / active EE | $8,346 | $6,519+28.0% | $7,897+5.7% | $4,139+101.6% |
| Admin fee / account holder | $9,277 | $8,390+10.6% | $13,129-29.3% | $7,234+28.2% |