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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 | $86,922+51.5% | $102,438+28.6% | $80,874+62.8% |
| Participation rate | 74.5% | 72.4%+2.1pp | 76.5%-2.0pp | 67.6%+6.9pp |
| Annual return | 12.58% | 18.90%-6.3pp | 29.37%-16.8pp | 35.62%-23.0pp |
| Employer contribution / active EE | $5,505 | $2,369+132.3% | $3,024+82.1% | $2,756+99.8% |
| Participant deferral / active EE | $7,557 | $4,119+83.5% | $5,054+49.5% | $4,297+75.9% |
| Admin fee / account holder | $5,199 | $8,050-35.4% | $9,448-45.0% | $6,935-25.0% |