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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 | $81,276+65.3% | $155,574-13.6% | $80,925+66.0% |
| Participation rate | 86.4% | 66.2%+20.2pp | 78.2%+8.2pp | 67.7%+18.8pp |
| Annual return | 15.05% | 33.36%-18.3pp | 64.87%-49.8pp | 35.65%-20.6pp |
| Employer contribution / active EE | $4,976 | $3,103+60.3% | $4,676+6.4% | $2,756+80.5% |
| Participant deferral / active EE | $3,877 | $3,453+12.3% | $5,629-31.1% | $4,299-9.8% |
| Admin fee / account holder | $9,489 | $7,993+18.7% | $15,914-40.4% | $6,940+36.7% |