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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 | $122,360 | $87,059+40.5% | $105,608+15.9% | $80,925+51.2% |
| Participation rate | 73.9% | 70.4%+3.5pp | 75.3%-1.4pp | 67.7%+6.3pp |
| Annual return | 15.19% | 17.05%-1.9pp | 116.50%-101.3pp | 35.65%-20.5pp |
| Employer contribution / active EE | $1,129 | $2,396-52.9% | $3,167-64.3% | $2,756-59.0% |
| Participant deferral / active EE | $3,858 | $3,986-3.2% | $5,010-23.0% | $4,299-10.3% |
| Admin fee / account holder | $9,929 | $8,443+17.6% | $11,028-10.0% | $6,940+43.1% |