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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 | $125,834 | $67,602+86.1% | $82,312+52.9% | $70,126+79.4% |
| Participation rate | 86.0% | 72.8%+13.2pp | 76.9%+9.1pp | 69.5%+16.4pp |
| Annual return | 16.81% | 21.57%-4.8pp | 25.88%-9.1pp | 73.15%-56.3pp |
| Employer contribution / active EE | $3,070 | $1,755+74.9% | $2,428+26.4% | $2,343+31.1% |
| Participant deferral / active EE | $2,889 | $2,987-3.3% | $3,706-22.0% | $3,332-13.3% |
| Admin fee / account holder | $11,098 | $4,512+146.0% | $5,608+97.9% | $4,645+138.9% |