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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 | $133,631 | $76,407+74.9% | $150,298-11.1% | $82,448+62.1% |
| Participation rate | 83.7% | 66.4%+17.3pp | 77.8%+5.9pp | 68.1%+15.6pp |
| Annual return | 13.34% | 39.99%-26.7pp | 62.79%-49.4pp | 41.64%-28.3pp |
| Employer contribution / active EE | $5,306 | $2,614+103.0% | $4,154+27.7% | $2,551+108.0% |
| Participant deferral / active EE | $6,859 | $3,214+113.4% | $5,453+25.8% | $4,139+65.7% |
| Admin fee / account holder | $4,603 | $6,352-27.5% | $14,116-67.4% | $7,234-36.4% |