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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 | $86,940+56.5% | $102,434+32.8% | $80,935+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 | 29.46%-17.3pp | 35.66%-23.5pp |
| Employer contribution / active EE | $8,484 | $2,370+258.0% | $3,023+180.6% | $2,757+207.7% |
| Participant deferral / active EE | $5,459 | $4,121+32.5% | $5,055+8.0% | $4,299+27.0% |
| Admin fee / account holder | $5,837 | $8,047-27.5% | $9,462-38.3% | $6,924-15.7% |