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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 | $138,357 | $49,255+180.9% | $70,494+96.3% | $79,856+73.3% |
| Participation rate | 92.5% | 69.2%+23.3pp | 75.1%+17.4pp | 69.6%+22.9pp |
| Annual return | 14.34% | 30.10%-15.8pp | 109.16%-94.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,929 | $2,100+39.5% | $2,738+7.0% | $2,471+18.5% |
| Participant deferral / active EE | $4,929 | $2,768+78.1% | $3,711+32.8% | $3,741+31.8% |
| Admin fee / account holder | $1,598 | $2,879-44.5% | $3,848-58.5% | $5,306-69.9% |