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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 | $136,075 | $86,949+56.5% | $102,460+32.8% | $80,959+68.1% |
| Participation rate | 95.6% | 72.4%+23.2pp | 76.5%+19.0pp | 67.7%+27.9pp |
| Annual return | 12.19% | 18.89%-6.7pp | 29.47%-17.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $8,484 | $2,370+258.0% | $3,025+180.4% | $2,757+207.7% |
| Participant deferral / active EE | $5,459 | $4,121+32.5% | $5,056+8.0% | $4,300+26.9% |
| Admin fee / account holder | $5,837 | $8,048-27.5% | $9,460-38.3% | $6,925-15.7% |