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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 | $129,607 | $76,564+69.3% | $105,582+22.8% | $94,015+37.9% |
| Participation rate | 76.3% | 65.2%+11.1pp | 71.8%+4.5pp | 70.8%+5.5pp |
| Annual return | 15.70% | 20.69%-5.0pp | 18.61%-2.9pp | 17.84%-2.1pp |
| Employer contribution / active EE | $3,254 | $1,995+63.1% | $2,984+9.0% | $2,790+16.6% |
| Participant deferral / active EE | $7,135 | $3,320+114.9% | $4,353+63.9% | $4,249+67.9% |
| Admin fee / account holder | $5,650 | $7,129-20.7% | $12,856-56.0% | $8,951-36.9% |