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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 | $138,259 | $89,532+54.4% | $103,447+33.7% | $80,925+70.8% |
| Participation rate | 89.5% | 76.0%+13.4pp | 80.5%+8.9pp | 67.7%+21.8pp |
| Annual return | 13.84% | 22.80%-9.0pp | 23.92%-10.1pp | 35.65%-21.8pp |
| Employer contribution / active EE | $3,471 | $4,023-13.7% | $4,678-25.8% | $2,756+25.9% |
| Participant deferral / active EE | $11,702 | $5,459+114.4% | $6,624+76.7% | $4,299+172.2% |
| Admin fee / account holder | $4,518 | $6,774-33.3% | $9,415-52.0% | $6,940-34.9% |