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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 | $115,146 | $74,535+54.5% | $100,712+14.3% | $82,637+39.3% |
| Participation rate | 84.6% | 61.2%+23.4pp | 69.3%+15.3pp | 68.1%+16.6pp |
| Annual return | 12.70% | 18.92%-6.2pp | 33.27%-20.6pp | 53.51%-40.8pp |
| Employer contribution / active EE | $5,603 | $1,503+272.9% | $2,313+142.3% | $2,552+119.5% |
| Participant deferral / active EE | $2,783 | $3,074-9.5% | $4,085-31.9% | $4,126-32.6% |
| Admin fee / account holder | $8,873 | $6,576+34.9% | $9,256-4.1% | $7,339+20.9% |