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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 | $131,695 | $80,992+62.6% | $96,534+36.4% | $75,173+75.2% |
| Participation rate | 93.1% | 71.8%+21.3pp | 76.0%+17.1pp | 67.2%+25.9pp |
| Annual return | 16.13% | 27.05%-10.9pp | 25.88%-9.8pp | 160.72%-144.6pp |
| Employer contribution / active EE | $5,054 | $2,283+121.4% | $2,965+70.4% | $2,671+89.2% |
| Participant deferral / active EE | $4,657 | $3,929+18.5% | $4,851-4.0% | $4,126+12.9% |
| Admin fee / account holder | $3,730 | $6,717-44.5% | $8,253-54.8% | $5,651-34.0% |