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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 | $129,174 | $81,276+58.9% | $155,574-17.0% | $80,925+59.6% |
| Participation rate | 76.0% | 66.2%+9.8pp | 78.2%-2.2pp | 67.7%+8.3pp |
| Annual return | 11.01% | 33.36%-22.4pp | 64.87%-53.9pp | 35.65%-24.6pp |
| Employer contribution / active EE | $1,256 | $3,103-59.5% | $4,676-73.1% | $2,756-54.4% |
| Participant deferral / active EE | $5,843 | $3,453+69.2% | $5,629+3.8% | $4,299+35.9% |
| Admin fee / account holder | $11,138 | $7,993+39.3% | $15,914-30.0% | $6,940+60.5% |