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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 | $113,147 | $72,486+56.1% | $87,103+29.9% | $72,976+55.0% |
| Participation rate | 81.0% | 72.8%+8.2pp | 76.9%+4.2pp | 69.5%+11.5pp |
| Annual return | 21.96% | 24.46%-2.5pp | 28.19%-6.2pp | 81.02%-59.1pp |
| Employer contribution / active EE | $1,215 | $1,894-35.9% | $2,521-51.8% | $2,440-50.2% |
| Participant deferral / active EE | $4,867 | $3,270+48.8% | $4,049+20.2% | $3,608+34.9% |
| Admin fee / account holder | $7,546 | $5,055+49.3% | $7,491+0.7% | $5,124+47.3% |