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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 | $95,404+44.4% | $113,397+21.5% | $82,637+66.7% |
| Participation rate | 87.1% | 72.8%+14.3pp | 76.5%+10.6pp | 68.1%+19.0pp |
| Annual return | 12.68% | 19.08%-6.4pp | 23.20%-10.5pp | 53.51%-40.8pp |
| Employer contribution / active EE | $2,427 | $2,307+5.2% | $2,977-18.5% | $2,552-4.9% |
| Participant deferral / active EE | $5,991 | $4,220+42.0% | $5,076+18.0% | $4,126+45.2% |
| Admin fee / account holder | $51,523 | $9,168+462.0% | $11,957+330.9% | $7,339+602.1% |