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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 | $136,967 | $86,938+57.5% | $102,423+33.7% | $80,925+69.3% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.0pp | 67.7%+28.9pp |
| Annual return | 14.59% | 18.89%-4.3pp | 29.42%-14.8pp | 35.65%-21.1pp |
| Employer contribution / active EE | $6,985 | $2,369+194.8% | $3,023+131.1% | $2,756+153.4% |
| Participant deferral / active EE | $5,410 | $4,120+31.3% | $5,054+7.0% | $4,299+25.9% |
| Admin fee / account holder | $2,049 | $8,053-74.6% | $9,455-78.3% | $6,940-70.5% |