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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 | $140,541 | $78,015+80.1% | $178,505-21.3% | $80,959+73.6% |
| Participation rate | 75.9% | 65.7%+10.2pp | 77.1%-1.3pp | 67.7%+8.2pp |
| Annual return | 14.23% | 18.10%-3.9pp | 27.16%-12.9pp | 35.67%-21.4pp |
| Employer contribution / active EE | $3,253 | $2,281+42.6% | $3,955-17.8% | $2,757+18.0% |
| Participant deferral / active EE | $6,844 | $4,406+55.4% | $6,280+9.0% | $4,300+59.2% |
| Admin fee / account holder | $14,463 | $7,160+102.0% | $10,428+38.7% | $6,925+108.8% |