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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 | $114,508 | $67,602+69.4% | $82,312+39.1% | $70,126+63.3% |
| Participation rate | 93.8% | 72.8%+21.0pp | 76.9%+16.9pp | 69.5%+24.2pp |
| Annual return | 17.13% | 21.57%-4.4pp | 25.88%-8.7pp | 73.15%-56.0pp |
| Employer contribution / active EE | $2,526 | $1,755+43.9% | $2,428+4.0% | $2,343+7.8% |
| Participant deferral / active EE | $5,463 | $2,987+82.9% | $3,706+47.4% | $3,332+64.0% |
| Admin fee / account holder | $3,754 | $4,512-16.8% | $5,608-33.1% | $4,645-19.2% |