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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 | $122,074 | $101,778+19.9% | $164,975-26.0% | $80,925+50.8% |
| Participation rate | 95.3% | 71.8%+23.5pp | 78.6%+16.7pp | 67.7%+27.7pp |
| Annual return | 12.30% | 16.73%-4.4pp | 70.12%-57.8pp | 35.65%-23.3pp |
| Employer contribution / active EE | $4,579 | $2,954+55.0% | $4,343+5.4% | $2,756+66.1% |
| Participant deferral / active EE | $5,789 | $4,477+29.3% | $6,033-4.1% | $4,299+34.7% |
| Admin fee / account holder | $1,478 | $8,221-82.0% | $12,688-88.4% | $6,940-78.7% |