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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 | $135,459 | $95,453+41.9% | $112,040+20.9% | $82,448+64.3% |
| Participation rate | 91.4% | 72.8%+18.6pp | 76.5%+14.9pp | 68.1%+23.3pp |
| Annual return | 16.03% | 23.92%-7.9pp | 24.52%-8.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,701 | $2,318+16.6% | $2,954-8.5% | $2,551+5.9% |
| Participant deferral / active EE | $7,553 | $4,224+78.8% | $5,098+48.2% | $4,139+82.5% |
| Admin fee / account holder | $5,421 | $9,013-39.9% | $12,098-55.2% | $7,234-25.1% |