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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 | $129,976 | $73,787+76.2% | $98,716+31.7% | $82,448+57.6% |
| Participation rate | 92.0% | 61.4%+30.6pp | 69.3%+22.7pp | 68.1%+23.9pp |
| Annual return | 13.36% | 18.57%-5.2pp | 31.81%-18.4pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,816 | $1,511+86.4% | $2,279+23.6% | $2,551+10.4% |
| Participant deferral / active EE | $6,969 | $3,081+126.2% | $4,048+72.2% | $4,139+68.4% |
| Admin fee / account holder | $2,148 | $6,500-66.9% | $8,703-75.3% | $7,234-70.3% |