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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 | $116,267 | $76,834+51.3% | $108,359+7.3% | $87,485+32.9% |
| Participation rate | 87.9% | 61.7%+26.2pp | 70.1%+17.8pp | 68.9%+18.9pp |
| Annual return | 12.47% | 19.09%-6.6pp | 36.89%-24.4pp | 26.06%-13.6pp |
| Employer contribution / active EE | $2,459 | $1,556+58.0% | $2,399+2.5% | $2,596-5.3% |
| Participant deferral / active EE | $5,148 | $3,100+66.1% | $4,137+24.4% | $4,274+20.5% |
| Admin fee / account holder | $1,690 | $6,537-74.1% | $9,741-82.7% | $7,775-78.3% |