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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 | $138,447 | $86,949+59.2% | $102,460+35.1% | $80,959+71.0% |
| Participation rate | 97.9% | 72.4%+25.5pp | 76.5%+21.4pp | 67.7%+30.2pp |
| Annual return | 11.65% | 18.89%-7.2pp | 29.47%-17.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,866 | $2,370-21.2% | $3,025-38.3% | $2,757-32.3% |
| Participant deferral / active EE | $4,796 | $4,121+16.4% | $5,056-5.1% | $4,300+11.5% |
| Admin fee / account holder | $8,932 | $8,048+11.0% | $9,460-5.6% | $6,925+29.0% |