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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 | $131,690 | $86,938+51.5% | $102,423+28.6% | $80,925+62.7% |
| Participation rate | 74.5% | 72.4%+2.1pp | 76.5%-2.0pp | 67.7%+6.9pp |
| Annual return | 12.58% | 18.89%-6.3pp | 29.42%-16.8pp | 35.65%-23.1pp |
| Employer contribution / active EE | $5,505 | $2,369+132.4% | $3,023+82.1% | $2,756+99.7% |
| Participant deferral / active EE | $7,557 | $4,120+83.4% | $5,054+49.5% | $4,299+75.8% |
| Admin fee / account holder | $5,199 | $8,053-35.4% | $9,455-45.0% | $6,940-25.1% |