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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 | $124,567 | $57,828+115.4% | $117,039+6.4% | $70,126+77.6% |
| Participation rate | 84.6% | 67.1%+17.5pp | 77.2%+7.4pp | 69.5%+15.1pp |
| Annual return | 18.83% | 17.55%+1.3pp | 18.95%-0.1pp | 73.15%-54.3pp |
| Employer contribution / active EE | $2,258 | $1,816+24.3% | $3,785-40.3% | $2,343-3.6% |
| Participant deferral / active EE | $4,667 | $2,438+91.4% | $3,929+18.8% | $3,332+40.1% |
| Admin fee / account holder | $1,709 | $3,548-51.8% | $5,974-71.4% | $4,645-63.2% |