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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 | $169,690 | $86,938+95.2% | $102,423+65.7% | $80,925+109.7% |
| Participation rate | 83.0% | 72.4%+10.6pp | 76.5%+6.5pp | 67.7%+15.3pp |
| Annual return | 14.08% | 18.89%-4.8pp | 29.42%-15.3pp | 35.65%-21.6pp |
| Employer contribution / active EE | $5,132 | $2,369+116.6% | $3,023+69.8% | $2,756+86.2% |
| Participant deferral / active EE | $7,906 | $4,120+91.9% | $5,054+56.4% | $4,299+83.9% |
| Admin fee / account holder | $3,366 | $8,053-58.2% | $9,455-64.4% | $6,940-51.5% |