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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 | $134,025 | $72,486+84.9% | $87,103+53.9% | $72,976+83.7% |
| Participation rate | 84.2% | 72.8%+11.4pp | 76.9%+7.3pp | 69.5%+14.7pp |
| Annual return | 22.68% | 24.46%-1.8pp | 28.19%-5.5pp | 81.02%-58.3pp |
| Employer contribution / active EE | $5,224 | $1,894+175.8% | $2,521+107.2% | $2,440+114.1% |
| Participant deferral / active EE | $14,773 | $3,270+351.8% | $4,049+264.9% | $3,608+309.5% |
| Admin fee / account holder | $7,345 | $5,055+45.3% | $7,491-2.0% | $5,124+43.3% |