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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 | $130,037 | $71,809+81.1% | $61,048+113.0% | $152,885-14.9% |
| Participation rate | 80.0% | 84.2%-4.2pp | 79.3%+0.7pp | 82.5%-2.5pp |
| Annual return | 27.42% | 29.74%-2.3pp | 26.18%+1.2pp | 345.39%-318.0pp |
| Employer contribution / active EE | $3,478 | $4,545-23.5% | $3,716-6.4% | $4,763-27.0% |
| Participant deferral / active EE | $7,950 | $5,467+45.4% | $4,470+77.8% | $5,851+35.9% |
| Admin fee / account holder | $3,830 | $4,750-19.4% | $3,728+2.8% | $11,598-67.0% |