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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 | $132,125 | $81,358+62.4% | $155,556-15.1% | $80,959+63.2% |
| Participation rate | 72.8% | 66.3%+6.6pp | 78.2%-5.4pp | 67.7%+5.2pp |
| Annual return | 12.63% | 33.39%-20.8pp | 64.84%-52.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $3,537 | $3,106+13.9% | $4,675-24.4% | $2,757+28.3% |
| Participant deferral / active EE | $6,558 | $3,455+89.8% | $5,631+16.5% | $4,300+52.5% |
| Admin fee / account holder | $4,465 | $7,994-44.1% | $15,885-71.9% | $6,925-35.5% |