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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 | $136,567 | $74,535+83.2% | $100,712+35.6% | $82,637+65.3% |
| Participation rate | 93.5% | 61.2%+32.4pp | 69.3%+24.3pp | 68.1%+25.5pp |
| Annual return | 13.10% | 18.92%-5.8pp | 33.27%-20.2pp | 53.51%-40.4pp |
| Employer contribution / active EE | $5,139 | $1,503+242.0% | $2,313+122.2% | $2,552+101.4% |
| Participant deferral / active EE | $6,778 | $3,074+120.5% | $4,085+65.9% | $4,126+64.3% |
| Admin fee / account holder | $2,796 | $6,576-57.5% | $9,256-69.8% | $7,339-61.9% |