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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 | $120,739 | $76,834+57.1% | $108,359+11.4% | $87,485+38.0% |
| Participation rate | 76.3% | 61.7%+14.6pp | 70.1%+6.2pp | 68.9%+7.4pp |
| Annual return | 15.47% | 19.09%-3.6pp | 36.89%-21.4pp | 26.06%-10.6pp |
| Employer contribution / active EE | $3,435 | $1,556+120.7% | $2,399+43.1% | $2,596+32.3% |
| Participant deferral / active EE | $7,208 | $3,100+132.5% | $4,137+74.2% | $4,274+68.7% |
| Admin fee / account holder | $4,724 | $6,537-27.7% | $9,741-51.5% | $7,775-39.2% |