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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 | $136,762 | $86,940+57.3% | $102,434+33.5% | $80,935+69.0% |
| Participation rate | 81.3% | 72.4%+8.9pp | 76.5%+4.7pp | 67.7%+13.6pp |
| Annual return | 13.47% | 18.89%-5.4pp | 29.46%-16.0pp | 35.66%-22.2pp |
| Employer contribution / active EE | $2,949 | $2,370+24.5% | $3,023-2.4% | $2,757+7.0% |
| Participant deferral / active EE | $8,330 | $4,121+102.1% | $5,055+64.8% | $4,299+93.7% |
| Admin fee / account holder | $7,195 | $8,047-10.6% | $9,462-24.0% | $6,924+3.9% |