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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 | $133,340 | $94,031+41.8% | $115,768+15.2% | $82,448+61.7% |
| Participation rate | 80.6% | 70.4%+10.2pp | 74.4%+6.3pp | 68.1%+12.6pp |
| Annual return | 16.42% | 20.61%-4.2pp | 100.46%-84.0pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,753 | $2,323-24.5% | $2,940-40.4% | $2,551-31.3% |
| Participant deferral / active EE | $4,506 | $3,972+13.5% | $4,917-8.3% | $4,139+8.9% |
| Admin fee / account holder | $827 | $10,249-91.9% | $12,439-93.4% | $7,234-88.6% |