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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 | $134,116 | $81,331+64.9% | $155,534-13.8% | $80,935+65.7% |
| Participation rate | 93.5% | 66.3%+27.2pp | 78.2%+15.3pp | 67.7%+25.8pp |
| Annual return | 22.83% | 33.37%-10.5pp | 64.92%-42.1pp | 35.66%-12.8pp |
| Employer contribution / active EE | $2,519 | $3,105-18.9% | $4,675-46.1% | $2,757-8.6% |
| Participant deferral / active EE | $5,051 | $3,454+46.2% | $5,630-10.3% | $4,299+17.5% |
| Admin fee / account holder | $3,877 | $7,999-51.5% | $15,900-75.6% | $6,924-44.0% |