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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 | $127,165 | $95,404+33.3% | $113,397+12.1% | $82,637+53.9% |
| Participation rate | 86.2% | 72.8%+13.4pp | 76.5%+9.7pp | 68.1%+18.2pp |
| Annual return | 14.21% | 19.08%-4.9pp | 23.20%-9.0pp | 53.51%-39.3pp |
| Employer contribution / active EE | $2,169 | $2,307-6.0% | $2,977-27.1% | $2,552-15.0% |
| Participant deferral / active EE | $7,073 | $4,220+67.6% | $5,076+39.3% | $4,126+71.4% |
| Admin fee / account holder | $6,933 | $9,168-24.4% | $11,957-42.0% | $7,339-5.5% |