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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 | $127,176 | $70,486+80.4% | $100,535+26.5% | $79,856+59.3% |
| Participation rate | 86.5% | 73.6%+12.8pp | 79.4%+7.0pp | 69.6%+16.8pp |
| Annual return | 15.75% | 21.90%-6.1pp | 30.90%-15.1pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,351 | $2,165+8.6% | $3,419-31.2% | $2,471-4.9% |
| Participant deferral / active EE | $6,807 | $5,182+31.4% | $6,271+8.5% | $3,741+82.0% |
| Admin fee / account holder | $6,435 | $4,480+43.6% | $8,085-20.4% | $5,306+21.3% |