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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 | $138,389 | $89,532+54.6% | $103,447+33.8% | $80,925+71.0% |
| Participation rate | 97.3% | 76.0%+21.3pp | 80.5%+16.8pp | 67.7%+29.6pp |
| Annual return | 11.60% | 22.80%-11.2pp | 23.92%-12.3pp | 35.65%-24.0pp |
| Employer contribution / active EE | $5,791 | $4,023+43.9% | $4,678+23.8% | $2,756+110.1% |
| Participant deferral / active EE | $4,544 | $5,459-16.8% | $6,624-31.4% | $4,299+5.7% |
| Admin fee / account holder | $5,667 | $6,774-16.3% | $9,415-39.8% | $6,940-18.3% |