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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 | $120,744 | $81,358+48.4% | $155,556-22.4% | $80,959+49.1% |
| Participation rate | 76.8% | 66.3%+10.6pp | 78.2%-1.4pp | 67.7%+9.2pp |
| Annual return | 13.23% | 33.39%-20.2pp | 64.84%-51.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $5,246 | $3,106+68.9% | $4,675+12.2% | $2,757+90.3% |
| Participant deferral / active EE | $9,748 | $3,455+182.1% | $5,631+73.1% | $4,300+126.7% |
| Admin fee / account holder | $3,532 | $7,994-55.8% | $15,885-77.8% | $6,925-49.0% |