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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 | $129,918 | $72,492+79.2% | $87,104+49.2% | $72,975+78.0% |
| Participation rate | 78.9% | 72.8%+6.1pp | 76.9%+2.1pp | 69.5%+9.5pp |
| Annual return | 20.60% | 24.46%-3.9pp | 28.19%-7.6pp | 81.01%-60.4pp |
| Employer contribution / active EE | $1,996 | $1,894+5.4% | $2,521-20.8% | $2,440-18.2% |
| Participant deferral / active EE | $4,408 | $3,270+34.8% | $4,048+8.9% | $3,608+22.2% |
| Admin fee / account holder | $7,487 | $5,055+48.1% | $7,491-0.1% | $5,124+46.1% |