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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 | $81,331+58.8% | $155,534-16.9% | $80,935+59.6% |
| Participation rate | 76.0% | 66.3%+9.7pp | 78.2%-2.2pp | 67.7%+8.3pp |
| Annual return | 11.01% | 33.37%-22.4pp | 64.92%-53.9pp | 35.66%-24.7pp |
| Employer contribution / active EE | $1,256 | $3,105-59.5% | $4,675-73.1% | $2,757-54.4% |
| Participant deferral / active EE | $5,843 | $3,454+69.1% | $5,630+3.8% | $4,299+35.9% |
| Admin fee / account holder | $11,138 | $7,999+39.2% | $15,900-29.9% | $6,924+60.9% |