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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 | $132,487 | $58,627+126.0% | $76,735+72.7% | $82,448+60.7% |
| Participation rate | 86.7% | 63.2%+23.4pp | 69.5%+17.2pp | 68.1%+18.6pp |
| Annual return | 14.55% | 39.10%-24.6pp | 29.77%-15.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,898 | $1,729+9.8% | $2,454-22.7% | $2,551-25.6% |
| Participant deferral / active EE | $4,641 | $3,134+48.1% | $4,088+13.5% | $4,139+12.1% |
| Admin fee / account holder | $10,234 | $5,323+92.3% | $7,189+42.3% | $7,234+41.5% |