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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 | $132,487 | $69,444+90.8% | $92,985+42.5% | $87,485+51.4% |
| Participation rate | 86.7% | 63.3%+23.4pp | 69.5%+17.2pp | 68.9%+17.7pp |
| Annual return | 14.55% | 23.85%-9.3pp | 27.99%-13.4pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,898 | $1,917-1.0% | $2,662-28.7% | $2,596-26.9% |
| Participant deferral / active EE | $4,641 | $3,364+38.0% | $4,377+6.0% | $4,274+8.6% |
| Admin fee / account holder | $10,234 | $6,137+66.7% | $9,463+8.1% | $7,775+31.6% |