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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 | $86,148 | $77,896+10.6% | $134,172-35.8% | $82,448+4.5% |
| Participation rate | 95.0% | 62.8%+32.2pp | 72.5%+22.5pp | 68.1%+26.9pp |
| Annual return | 14.33% | 18.21%-3.9pp | 25.30%-11.0pp | 41.64%-27.3pp |
| Employer contribution / active EE | $4,236 | $2,159+96.2% | $3,420+23.9% | $2,551+66.1% |
| Participant deferral / active EE | $5,337 | $3,162+68.8% | $4,690+13.8% | $4,139+28.9% |
| Admin fee / account holder | $11,742 | $6,336+85.3% | $12,016-2.3% | $7,234+62.3% |