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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 | $133,527 | $95,404+40.0% | $113,397+17.8% | $82,637+61.6% |
| Participation rate | 70.6% | 72.8%-2.2pp | 76.5%-5.9pp | 68.1%+2.5pp |
| Annual return | 14.59% | 19.08%-4.5pp | 23.20%-8.6pp | 53.51%-38.9pp |
| Employer contribution / active EE | $3,460 | $2,307+50.0% | $2,977+16.2% | $2,552+35.6% |
| Participant deferral / active EE | $4,347 | $4,220+3.0% | $5,076-14.4% | $4,126+5.4% |
| Admin fee / account holder | $11,906 | $9,168+29.9% | $11,957-0.4% | $7,339+62.2% |