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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 | $130,355 | $80,855+61.2% | $153,416-15.0% | $86,983+49.9% |
| Participation rate | 79.7% | 64.1%+15.6pp | 74.3%+5.4pp | 69.5%+10.2pp |
| Annual return | 17.24% | 16.18%+1.1pp | 17.84%-0.6pp | 25.83%-8.6pp |
| Employer contribution / active EE | $4,534 | $2,308+96.5% | $3,764+20.5% | $2,584+75.4% |
| Participant deferral / active EE | $11,643 | $3,333+249.4% | $4,723+146.5% | $4,194+177.6% |
| Admin fee / account holder | $9,409 | $6,908+36.2% | $13,095-28.1% | $7,856+19.8% |