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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 | $138,905 | $81,331+70.8% | $155,534-10.7% | $80,935+71.6% |
| Participation rate | 89.8% | 66.3%+23.6pp | 78.2%+11.6pp | 67.7%+22.2pp |
| Annual return | 13.64% | 33.37%-19.7pp | 64.92%-51.3pp | 35.66%-22.0pp |
| Employer contribution / active EE | $6,810 | $3,105+119.3% | $4,675+45.7% | $2,757+147.0% |
| Participant deferral / active EE | $6,109 | $3,454+76.8% | $5,630+8.5% | $4,299+42.1% |
| Admin fee / account holder | $2,156 | $7,999-73.1% | $15,900-86.4% | $6,924-68.9% |