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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 | $127,823 | $86,949+47.0% | $102,460+24.8% | $80,959+57.9% |
| Participation rate | 90.8% | 72.4%+18.4pp | 76.5%+14.3pp | 67.7%+23.1pp |
| Annual return | 14.60% | 18.89%-4.3pp | 29.47%-14.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $4,322 | $2,370+82.4% | $3,025+42.9% | $2,757+56.7% |
| Participant deferral / active EE | $2,999 | $4,121-27.2% | $5,056-40.7% | $4,300-30.3% |
| Admin fee / account holder | $26,926 | $8,048+234.6% | $9,460+184.6% | $6,925+288.8% |