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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 | $133,073 | $86,949+53.0% | $102,460+29.9% | $80,959+64.4% |
| Participation rate | 96.2% | 72.4%+23.8pp | 76.5%+19.6pp | 67.7%+28.5pp |
| Annual return | 12.51% | 18.89%-6.4pp | 29.47%-17.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $4,370 | $2,370+84.4% | $3,025+44.4% | $2,757+58.5% |
| Participant deferral / active EE | $4,331 | $4,121+5.1% | $5,056-14.3% | $4,300+0.7% |
| Admin fee / account holder | $4,956 | $8,048-38.4% | $9,460-47.6% | $6,925-28.4% |