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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 | $127,490 | $72,492+75.9% | $87,104+46.4% | $72,975+74.7% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.9%+15.1pp | 69.5%+22.5pp |
| Annual return | 24.55% | 24.46%+0.1pp | 28.19%-3.6pp | 81.01%-56.5pp |
| Employer contribution / active EE | $2,421 | $1,894+27.8% | $2,521-4.0% | $2,440-0.8% |
| Participant deferral / active EE | $2,815 | $3,270-13.9% | $4,048-30.5% | $3,608-22.0% |
| Admin fee / account holder | $2,602 | $5,055-48.5% | $7,491-65.3% | $5,124-49.2% |