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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 | $127,953 | $86,949+47.2% | $102,460+24.9% | $80,959+58.0% |
| Participation rate | 98.0% | 72.4%+25.6pp | 76.5%+21.4pp | 67.7%+30.3pp |
| Annual return | 12.57% | 18.89%-6.3pp | 29.47%-16.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $3,132 | $2,370+32.2% | $3,025+3.5% | $2,757+13.6% |
| Participant deferral / active EE | $5,505 | $4,121+33.6% | $5,056+8.9% | $4,300+28.0% |
| Admin fee / account holder | $26,589 | $8,048+230.4% | $9,460+181.1% | $6,925+283.9% |