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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 | $133,686 | $93,598+42.8% | $135,974-1.7% | $75,173+77.8% |
| Participation rate | 95.9% | 75.2%+20.7pp | 81.9%+14.0pp | 67.2%+28.7pp |
| Annual return | 26.18% | 30.89%-4.7pp | 68.30%-42.1pp | 160.72%-134.5pp |
| Employer contribution / active EE | $4,442 | $3,538+25.6% | $4,859-8.6% | $2,671+66.3% |
| Participant deferral / active EE | $5,956 | $6,405-7.0% | $7,760-23.3% | $4,126+44.3% |
| Admin fee / account holder | $4,269 | $6,978-38.8% | $10,767-60.4% | $5,651-24.5% |