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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 | $126,495 | $67,602+87.1% | $82,312+53.7% | $70,126+80.4% |
| Participation rate | 86.2% | 72.8%+13.4pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 27.27% | 21.57%+5.7pp | 25.88%+1.4pp | 73.15%-45.9pp |
| Employer contribution / active EE | $1,848 | $1,755+5.3% | $2,428-23.9% | $2,343-21.1% |
| Participant deferral / active EE | $4,425 | $2,987+48.1% | $3,706+19.4% | $3,332+32.8% |
| Admin fee / account holder | $2,000 | $4,512-55.7% | $5,608-64.3% | $4,645-56.9% |