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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 | $86,922+53.5% | $102,438+30.3% | $80,874+65.0% |
| Participation rate | 82.6% | 72.4%+10.2pp | 76.5%+6.1pp | 67.6%+14.9pp |
| Annual return | 13.58% | 18.90%-5.3pp | 29.37%-15.8pp | 35.62%-22.0pp |
| Employer contribution / active EE | $2,858 | $2,369+20.6% | $3,024-5.5% | $2,756+3.7% |
| Participant deferral / active EE | $5,216 | $4,119+26.6% | $5,054+3.2% | $4,297+21.4% |
| Admin fee / account holder | $16,643 | $8,050+106.8% | $9,448+76.2% | $6,935+140.0% |