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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 | $134,367 | $81,331+65.2% | $155,534-13.6% | $80,935+66.0% |
| Participation rate | 86.4% | 66.3%+20.2pp | 78.2%+8.2pp | 67.7%+18.8pp |
| Annual return | 15.05% | 33.37%-18.3pp | 64.92%-49.9pp | 35.66%-20.6pp |
| Employer contribution / active EE | $4,976 | $3,105+60.3% | $4,675+6.4% | $2,757+80.5% |
| Participant deferral / active EE | $3,877 | $3,454+12.2% | $5,630-31.1% | $4,299-9.8% |
| Admin fee / account holder | $9,489 | $7,999+18.6% | $15,900-40.3% | $6,924+37.0% |