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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 | $131,424 | $76,551+71.7% | $123,894+6.1% | $62,881+109.0% |
| Participation rate | 72.0% | 73.0%-1.0pp | 81.4%-9.4pp | 69.3%+2.7pp |
| Annual return | 7.76% | 18.68%-10.9pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $4,340 | $2,882+50.6% | $4,617-6.0% | $2,281+90.3% |
| Participant deferral / active EE | $3,575 | $4,840-26.1% | $5,984-40.3% | $3,203+11.6% |
| Admin fee / account holder | $2,448 | $4,826-49.3% | $8,357-70.7% | $4,296-43.0% |