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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 | $139,024 | $77,896+78.5% | $134,172+3.6% | $82,448+68.6% |
| Participation rate | 92.0% | 62.8%+29.2pp | 72.5%+19.5pp | 68.1%+23.9pp |
| Annual return | 18.98% | 18.21%+0.8pp | 25.30%-6.3pp | 41.64%-22.7pp |
| Employer contribution / active EE | $5,459 | $2,159+152.8% | $3,420+59.6% | $2,551+114.0% |
| Participant deferral / active EE | $4,637 | $3,162+46.6% | $4,690-1.1% | $4,139+12.0% |
| Admin fee / account holder | $984 | $6,336-84.5% | $12,016-91.8% | $7,234-86.4% |