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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 | $133,560 | $97,550+36.9% | $120,344+11.0% | $87,485+52.7% |
| Participation rate | 86.7% | 72.8%+13.8pp | 76.7%+10.0pp | 68.9%+17.7pp |
| Annual return | 12.10% | 18.41%-6.3pp | 20.30%-8.2pp | 26.06%-14.0pp |
| Employer contribution / active EE | $1,226 | $2,291-46.5% | $3,020-59.4% | $2,596-52.8% |
| Participant deferral / active EE | $4,930 | $4,230+16.6% | $5,135-4.0% | $4,274+15.4% |
| Admin fee / account holder | $25,681 | $9,543+169.1% | $12,742+101.6% | $7,775+230.3% |