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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 | $140,156 | $75,963+84.5% | $97,995+43.0% | $70,126+99.9% |
| Participation rate | 87.1% | 77.0%+10.1pp | 82.4%+4.7pp | 69.5%+17.6pp |
| Annual return | 15.83% | 19.26%-3.4pp | 23.94%-8.1pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,786 | $3,278-45.5% | $4,158-57.0% | $2,343-23.7% |
| Participant deferral / active EE | $5,136 | $4,053+26.7% | $5,097+0.8% | $3,332+54.1% |
| Admin fee / account holder | $16,030 | $5,407+196.5% | $5,943+169.7% | $4,645+245.1% |