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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 | $81,276+62.6% | $155,574-15.1% | $80,925+63.3% |
| Participation rate | 72.8% | 66.2%+6.6pp | 78.2%-5.4pp | 67.7%+5.2pp |
| Annual return | 12.63% | 33.36%-20.7pp | 64.87%-52.2pp | 35.65%-23.0pp |
| Employer contribution / active EE | $3,537 | $3,103+14.0% | $4,676-24.4% | $2,756+28.3% |
| Participant deferral / active EE | $6,558 | $3,453+89.9% | $5,629+16.5% | $4,299+52.6% |
| Admin fee / account holder | $4,465 | $7,993-44.1% | $15,914-71.9% | $6,940-35.7% |