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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 | $143,136 | $64,729+121.1% | $112,263+27.5% | $68,490+109.0% |
| Participation rate | 87.7% | 67.2%+20.6pp | 75.1%+12.7pp | 67.9%+19.8pp |
| Annual return | 4.87% | -11.40%+16.3pp | 27.49%-22.6pp | -7.85%+12.7pp |
| Employer contribution / active EE | $6,137 | $2,746+123.5% | $3,636+68.8% | $2,597+136.3% |
| Participant deferral / active EE | $8,587 | $3,566+140.8% | $4,729+81.6% | $4,028+113.2% |
| Admin fee / account holder | $5,047 | $5,222-3.3% | $6,410-21.3% | $5,403-6.6% |