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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 | $128,056 | $81,331+57.4% | $155,534-17.7% | $80,935+58.2% |
| Participation rate | 96.2% | 66.3%+29.9pp | 78.2%+17.9pp | 67.7%+28.5pp |
| Annual return | 25.23% | 33.37%-8.1pp | 64.92%-39.7pp | 35.66%-10.4pp |
| Employer contribution / active EE | $3,040 | $3,105-2.1% | $4,675-35.0% | $2,757+10.3% |
| Participant deferral / active EE | $6,919 | $3,454+100.3% | $5,630+22.9% | $4,299+60.9% |
| Admin fee / account holder | $12,656 | $7,999+58.2% | $15,900-20.4% | $6,924+82.8% |