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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 | $140,284 | $65,685+113.6% | $57,181+145.3% | $273,968-48.8% |
| Participation rate | 95.2% | 78.3%+16.9pp | 75.3%+19.9pp | 83.0%+12.2pp |
| Annual return | 8.82% | 21.99%-13.2pp | 14.59%-5.8pp | 41.45%-32.6pp |
| Employer contribution / active EE | $3,636 | $3,279+10.9% | $2,682+35.5% | $4,869-25.3% |
| Participant deferral / active EE | $9,681 | $3,781+156.0% | $3,096+212.7% | $5,287+83.1% |
| Admin fee / account holder | $370 | $4,835-92.4% | $3,139-88.2% | $10,132-96.4% |