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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 | $134,138 | $95,453+40.5% | $112,040+19.7% | $82,448+62.7% |
| Participation rate | 88.2% | 72.8%+15.5pp | 76.5%+11.7pp | 68.1%+20.2pp |
| Annual return | 15.22% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $5,694 | $2,318+145.7% | $2,954+92.8% | $2,551+123.2% |
| Participant deferral / active EE | $3,766 | $4,224-10.8% | $5,098-26.1% | $4,139-9.0% |
| Admin fee / account holder | $8,434 | $9,013-6.4% | $12,098-30.3% | $7,234+16.6% |