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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 | $128,506 | $86,938+47.8% | $102,423+25.5% | $80,925+58.8% |
| Participation rate | 96.9% | 72.4%+24.5pp | 76.5%+20.4pp | 67.7%+29.2pp |
| Annual return | 11.75% | 18.89%-7.1pp | 29.42%-17.7pp | 35.65%-23.9pp |
| Employer contribution / active EE | $6,901 | $2,369+191.3% | $3,023+128.3% | $2,756+150.4% |
| Participant deferral / active EE | $4,571 | $4,120+10.9% | $5,054-9.6% | $4,299+6.3% |
| Admin fee / account holder | $1,105 | $8,053-86.3% | $9,455-88.3% | $6,940-84.1% |