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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 | $127,954 | $101,795+25.7% | $165,100-22.5% | $80,959+58.0% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.7%+12.3pp |
| Annual return | 11.55% | 16.73%-5.2pp | 70.21%-58.7pp | 35.67%-24.1pp |
| Employer contribution / active EE | $2,449 | $2,954-17.1% | $4,348-43.7% | $2,757-11.2% |
| Participant deferral / active EE | $5,798 | $4,476+29.5% | $6,035-3.9% | $4,300+34.8% |
| Admin fee / account holder | $12,519 | $8,221+52.3% | $12,696-1.4% | $6,925+80.8% |