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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 | $127,870 | $97,550+31.1% | $120,344+6.3% | $87,485+46.2% |
| Participation rate | 89.6% | 72.8%+16.8pp | 76.7%+12.9pp | 68.9%+20.7pp |
| Annual return | 11.96% | 18.41%-6.5pp | 20.30%-8.3pp | 26.06%-14.1pp |
| Employer contribution / active EE | $975 | $2,291-57.4% | $3,020-67.7% | $2,596-62.4% |
| Participant deferral / active EE | $8,337 | $4,230+97.1% | $5,135+62.4% | $4,274+95.1% |
| Admin fee / account holder | $6,459 | $9,543-32.3% | $12,742-49.3% | $7,775-16.9% |