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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 | $132,747 | $108,825+22.0% | $156,181-15.0% | $82,448+61.0% |
| Participation rate | 84.6% | 72.4%+12.2pp | 78.8%+5.8pp | 68.1%+16.5pp |
| Annual return | 25.86% | 20.59%+5.3pp | 64.87%-39.0pp | 41.64%-15.8pp |
| Employer contribution / active EE | $3,987 | $2,870+38.9% | $4,294-7.1% | $2,551+56.3% |
| Participant deferral / active EE | $8,392 | $4,577+83.3% | $6,132+36.8% | $4,139+102.7% |
| Admin fee / account holder | $8,118 | $9,341-13.1% | $14,586-44.3% | $7,234+12.2% |