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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 | $86,938+53.5% | $102,423+30.3% | $80,925+64.9% |
| Participation rate | 82.6% | 72.4%+10.2pp | 76.5%+6.1pp | 67.7%+14.9pp |
| Annual return | 13.58% | 18.89%-5.3pp | 29.42%-15.8pp | 35.65%-22.1pp |
| Employer contribution / active EE | $2,858 | $2,369+20.6% | $3,023-5.4% | $2,756+3.7% |
| Participant deferral / active EE | $5,216 | $4,120+26.6% | $5,054+3.2% | $4,299+21.3% |
| Admin fee / account holder | $16,643 | $8,053+106.7% | $9,455+76.0% | $6,940+139.8% |