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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 | $133,930 | $49,024+173.2% | $112,860+18.7% | $87,485+53.1% |
| Participation rate | 79.4% | 62.2%+17.2pp | 66.3%+13.1pp | 68.9%+10.5pp |
| Annual return | 16.00% | 43.86%-27.9pp | 35.26%-19.3pp | 26.06%-10.1pp |
| Employer contribution / active EE | $1,830 | $1,290+41.8% | $2,206-17.0% | $2,596-29.5% |
| Participant deferral / active EE | $4,776 | $2,209+116.3% | $3,493+36.7% | $4,274+11.8% |
| Admin fee / account holder | $7,183 | $6,266+14.6% | $6,841+5.0% | $7,775-7.6% |