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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 | $121,928 | $81,504+49.6% | $102,437+19.0% | $80,959+50.6% |
| Participation rate | 87.8% | 66.9%+20.9pp | 74.5%+13.3pp | 67.7%+20.1pp |
| Annual return | 14.24% | 25.60%-11.4pp | 24.95%-10.7pp | 35.67%-21.4pp |
| Employer contribution / active EE | $2,495 | $3,104-19.6% | $3,871-35.5% | $2,757-9.5% |
| Participant deferral / active EE | $7,576 | $3,871+95.7% | $5,060+49.7% | $4,300+76.2% |
| Admin fee / account holder | $6,840 | $6,719+1.8% | $8,388-18.5% | $6,925-1.2% |