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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 | $131,534 | $63,365+107.6% | $91,994+43.0% | $72,976+80.2% |
| Participation rate | 91.4% | 72.5%+18.9pp | 78.6%+12.8pp | 69.5%+21.9pp |
| Annual return | 24.97% | 35.35%-10.4pp | 69.04%-44.1pp | 81.02%-56.0pp |
| Employer contribution / active EE | $3,089 | $2,116+46.0% | $3,453-10.5% | $2,440+26.6% |
| Participant deferral / active EE | $7,848 | $4,883+60.7% | $5,924+32.5% | $3,608+117.5% |
| Admin fee / account holder | $8,661 | $4,670+85.5% | $7,744+11.8% | $5,124+69.0% |