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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 | $137,781 | $70,486+95.5% | $100,528+37.1% | $79,852+72.5% |
| Participation rate | 81.8% | 73.6%+8.2pp | 79.4%+2.4pp | 69.6%+12.2pp |
| Annual return | 21.82% | 21.90%-0.1pp | 30.90%-9.1pp | 31.72%-9.9pp |
| Employer contribution / active EE | $2,876 | $2,165+32.9% | $3,419-15.9% | $2,471+16.4% |
| Participant deferral / active EE | $9,443 | $5,182+82.3% | $6,271+50.6% | $3,740+152.5% |
| Admin fee / account holder | $2,206 | $4,480-50.7% | $8,084-72.7% | $5,306-58.4% |