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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 | $142,653 | $81,358+75.3% | $155,556-8.3% | $80,959+76.2% |
| Participation rate | 87.5% | 66.3%+21.2pp | 78.2%+9.3pp | 67.7%+19.8pp |
| Annual return | 18.12% | 33.39%-15.3pp | 64.84%-46.7pp | 35.67%-17.5pp |
| Employer contribution / active EE | $4,378 | $3,106+41.0% | $4,675-6.4% | $2,757+58.8% |
| Participant deferral / active EE | $11,381 | $3,455+229.4% | $5,631+102.1% | $4,300+164.7% |
| Admin fee / account holder | $1,254 | $7,994-84.3% | $15,885-92.1% | $6,925-81.9% |