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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 | $129,615 | $99,345+30.5% | $84,753+52.9% | $273,972-52.7% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 8.46% | 22.93%-14.5pp | 22.78%-14.3pp | 41.46%-33.0pp |
| Employer contribution / active EE | $12,854 | $4,214+205.0% | $3,574+259.6% | $4,869+164.0% |
| Participant deferral / active EE | $7,806 | $4,270+82.8% | $3,712+110.3% | $5,287+47.6% |
| Admin fee / account holder | $2,170 | $6,645-67.3% | $5,333-59.3% | $10,133-78.6% |