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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 | $143,237 | $77,896+83.9% | $134,172+6.8% | $82,448+73.7% |
| Participation rate | 83.7% | 62.8%+20.9pp | 72.5%+11.3pp | 68.1%+15.7pp |
| Annual return | 14.59% | 18.21%-3.6pp | 25.30%-10.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,654 | $2,159+22.9% | $3,420-22.4% | $2,551+4.0% |
| Participant deferral / active EE | $4,578 | $3,162+44.8% | $4,690-2.4% | $4,139+10.6% |
| Admin fee / account holder | $21,666 | $6,336+241.9% | $12,016+80.3% | $7,234+199.5% |