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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 | $126,980 | $72,273+75.7% | $101,275+25.4% | $79,856+59.0% |
| Participation rate | 83.7% | 68.5%+15.2pp | 75.8%+7.9pp | 69.6%+14.0pp |
| Annual return | 21.44% | 22.30%-0.9pp | 46.48%-25.0pp | 31.71%-10.3pp |
| Employer contribution / active EE | $5,530 | $2,691+105.5% | $3,660+51.1% | $2,471+123.8% |
| Participant deferral / active EE | $4,276 | $3,282+30.3% | $4,371-2.2% | $3,741+14.3% |
| Admin fee / account holder | $5,683 | $4,401+29.1% | $5,948-4.5% | $5,306+7.1% |