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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 | $115,462 | $69,273+66.7% | $90,796+27.2% | $82,637+39.7% |
| Participation rate | 84.6% | 64.0%+20.6pp | 69.5%+15.1pp | 68.1%+16.6pp |
| Annual return | 16.26% | 18.37%-2.1pp | 19.29%-3.0pp | 53.51%-37.2pp |
| Employer contribution / active EE | $2,846 | $1,865+52.6% | $2,294+24.1% | $2,552+11.5% |
| Participant deferral / active EE | $5,010 | $3,047+64.4% | $3,822+31.1% | $4,126+21.4% |
| Admin fee / account holder | $1,492 | $5,511-72.9% | $7,024-78.8% | $7,339-79.7% |