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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 | $127,743 | $72,012+77.4% | $185,827-31.3% | $79,858+60.0% |
| Participation rate | 93.3% | 65.8%+27.6pp | 78.0%+15.3pp | 69.6%+23.7pp |
| Annual return | 13.77% | 23.12%-9.3pp | 35.96%-22.2pp | 31.72%-17.9pp |
| Employer contribution / active EE | $3,257 | $1,965+65.8% | $4,087-20.3% | $2,471+31.8% |
| Participant deferral / active EE | $6,468 | $3,779+71.2% | $5,633+14.8% | $3,740+72.9% |
| Admin fee / account holder | $6,047 | $4,513+34.0% | $9,502-36.4% | $5,306+14.0% |