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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 | $137,779 | $95,453+44.3% | $112,040+23.0% | $82,448+67.1% |
| Participation rate | 87.1% | 72.8%+14.3pp | 76.5%+10.6pp | 68.1%+19.0pp |
| Annual return | 12.68% | 23.92%-11.2pp | 24.52%-11.8pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,427 | $2,318+4.7% | $2,954-17.9% | $2,551-4.9% |
| Participant deferral / active EE | $5,991 | $4,224+41.8% | $5,098+17.5% | $4,139+44.7% |
| Admin fee / account holder | $51,523 | $9,013+471.6% | $12,098+325.9% | $7,234+612.2% |