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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 | $81,276+48.6% | $155,574-22.4% | $80,925+49.2% |
| Participation rate | 76.8% | 66.2%+10.6pp | 78.2%-1.4pp | 67.7%+9.2pp |
| Annual return | 13.23% | 33.36%-20.1pp | 64.87%-51.6pp | 35.65%-22.4pp |
| Employer contribution / active EE | $5,246 | $3,103+69.1% | $4,676+12.2% | $2,756+90.3% |
| Participant deferral / active EE | $9,748 | $3,453+182.3% | $5,629+73.2% | $4,299+126.8% |
| Admin fee / account holder | $3,532 | $7,993-55.8% | $15,914-77.8% | $6,940-49.1% |