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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 | $118,464 | $81,504+45.3% | $102,437+15.6% | $80,959+46.3% |
| Participation rate | 94.4% | 66.9%+27.6pp | 74.5%+19.9pp | 67.7%+26.8pp |
| Annual return | 15.20% | 25.60%-10.4pp | 24.95%-9.7pp | 35.67%-20.5pp |
| Employer contribution / active EE | $3,193 | $3,104+2.9% | $3,871-17.5% | $2,757+15.8% |
| Participant deferral / active EE | $6,068 | $3,871+56.8% | $5,060+19.9% | $4,300+41.1% |
| Admin fee / account holder | $1,167 | $6,719-82.6% | $8,388-86.1% | $6,925-83.2% |