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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 | $142,052 | $81,504+74.3% | $102,437+38.7% | $80,959+75.5% |
| Participation rate | 88.4% | 66.9%+21.6pp | 74.5%+13.9pp | 67.7%+20.7pp |
| Annual return | 14.23% | 25.60%-11.4pp | 24.95%-10.7pp | 35.67%-21.4pp |
| Employer contribution / active EE | $4,119 | $3,104+32.7% | $3,871+6.4% | $2,757+49.4% |
| Participant deferral / active EE | $4,334 | $3,871+12.0% | $5,060-14.3% | $4,300+0.8% |
| Admin fee / account holder | $3,901 | $6,719-41.9% | $8,388-53.5% | $6,925-43.7% |