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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 | $121,494 | $75,720+60.5% | $90,312+34.5% | $86,983+39.7% |
| Participation rate | 92.7% | 66.3%+26.5pp | 72.9%+19.8pp | 69.5%+23.2pp |
| Annual return | 12.63% | 18.55%-5.9pp | 18.90%-6.3pp | 25.83%-13.2pp |
| Employer contribution / active EE | $2,326 | $1,945+19.6% | $2,243+3.7% | $2,584-10.0% |
| Participant deferral / active EE | $2,613 | $3,001-12.9% | $3,749-30.3% | $4,194-37.7% |
| Admin fee / account holder | $4,738 | $6,201-23.6% | $8,248-42.5% | $7,856-39.7% |