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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 | $142,011 | $86,938+63.3% | $102,423+38.7% | $80,925+75.5% |
| Participation rate | 94.7% | 72.4%+22.4pp | 76.5%+18.2pp | 67.7%+27.1pp |
| Annual return | 11.77% | 18.89%-7.1pp | 29.42%-17.7pp | 35.65%-23.9pp |
| Employer contribution / active EE | $1,476 | $2,369-37.7% | $3,023-51.2% | $2,756-46.4% |
| Participant deferral / active EE | $6,880 | $4,120+67.0% | $5,054+36.1% | $4,299+60.0% |
| Admin fee / account holder | $5,673 | $8,053-29.6% | $9,455-40.0% | $6,940-18.3% |