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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 | $126,769 | $45,082+181.2% | $69,464+82.5% | $72,975+73.7% |
| Participation rate | 93.3% | 68.5%+24.8pp | 74.6%+18.7pp | 69.5%+23.8pp |
| Annual return | 19.24% | 22.66%-3.4pp | 28.98%-9.7pp | 81.01%-61.8pp |
| Employer contribution / active EE | $943 | $2,055-54.1% | $2,779-66.1% | $2,440-61.4% |
| Participant deferral / active EE | $2,810 | $2,604+7.9% | $3,536-20.5% | $3,608-22.1% |
| Admin fee / account holder | $4,096 | $3,057+34.0% | $3,840+6.7% | $5,124-20.1% |