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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 | $135,155 | $77,814+73.7% | $158,223-14.6% | $86,983+55.4% |
| Participation rate | 93.3% | 68.4%+24.9pp | 79.2%+14.1pp | 69.5%+23.8pp |
| Annual return | 12.80% | 30.54%-17.7pp | 52.09%-39.3pp | 25.83%-13.0pp |
| Employer contribution / active EE | $2,832 | $2,592+9.3% | $4,109-31.1% | $2,584+9.6% |
| Participant deferral / active EE | $5,161 | $3,270+57.8% | $5,467-5.6% | $4,194+23.1% |
| Admin fee / account holder | $8,791 | $5,879+49.5% | $16,047-45.2% | $7,856+11.9% |