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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 | $134,657 | $72,492+85.8% | $87,104+54.6% | $72,975+84.5% |
| Participation rate | 91.9% | 72.8%+19.1pp | 76.9%+15.0pp | 69.5%+22.4pp |
| Annual return | 20.58% | 24.46%-3.9pp | 28.19%-7.6pp | 81.01%-60.4pp |
| Employer contribution / active EE | $2,486 | $1,894+31.3% | $2,521-1.4% | $2,440+1.9% |
| Participant deferral / active EE | $5,690 | $3,270+74.0% | $4,048+40.5% | $3,608+57.7% |
| Admin fee / account holder | $3,248 | $5,055-35.7% | $7,491-56.6% | $5,124-36.6% |