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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 | $124,521 | $84,953+46.6% | $163,379-23.8% | $82,637+50.7% |
| Participation rate | 89.3% | 65.9%+23.3pp | 76.8%+12.5pp | 68.1%+21.2pp |
| Annual return | 14.43% | 23.07%-8.6pp | 63.41%-49.0pp | 53.51%-39.1pp |
| Employer contribution / active EE | $6,880 | $2,183+215.2% | $3,752+83.3% | $2,552+169.6% |
| Participant deferral / active EE | $4,651 | $4,326+7.5% | $6,282-26.0% | $4,126+12.7% |
| Admin fee / account holder | $7,240 | $7,921-8.6% | $9,818-26.3% | $7,339-1.3% |