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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 | $133,430 | $86,949+53.5% | $102,460+30.2% | $80,959+64.8% |
| Participation rate | 82.6% | 72.4%+10.2pp | 76.5%+6.0pp | 67.7%+14.9pp |
| Annual return | 13.58% | 18.89%-5.3pp | 29.47%-15.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $2,858 | $2,370+20.6% | $3,025-5.5% | $2,757+3.7% |
| Participant deferral / active EE | $5,216 | $4,121+26.6% | $5,056+3.2% | $4,300+21.3% |
| Admin fee / account holder | $16,643 | $8,048+106.8% | $9,460+75.9% | $6,925+140.3% |