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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 | $124,085 | $110,137+12.7% | $161,149-23.0% | $82,637+50.2% |
| Participation rate | 73.7% | 72.4%+1.3pp | 78.8%-5.2pp | 68.1%+5.6pp |
| Annual return | 15.06% | 20.69%-5.6pp | 21.16%-6.1pp | 53.51%-38.4pp |
| Employer contribution / active EE | $3,107 | $2,856+8.8% | $4,360-28.8% | $2,552+21.7% |
| Participant deferral / active EE | $6,088 | $4,575+33.1% | $6,153-1.1% | $4,126+47.5% |
| Admin fee / account holder | $48,630 | $9,467+413.7% | $15,194+220.0% | $7,339+562.6% |