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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 | $81,262+65.0% | $155,602-13.8% | $80,911+65.8% |
| Participation rate | 93.5% | 66.2%+27.2pp | 78.2%+15.3pp | 67.6%+25.8pp |
| Annual return | 22.83% | 33.34%-10.5pp | 64.81%-42.0pp | 35.63%-12.8pp |
| Employer contribution / active EE | $2,519 | $3,102-18.8% | $4,675-46.1% | $2,756-8.6% |
| Participant deferral / active EE | $5,051 | $3,451+46.4% | $5,629-10.3% | $4,297+17.5% |
| Admin fee / account holder | $3,877 | $7,992-51.5% | $15,923-75.6% | $6,935-44.1% |