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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 | $72,471+82.8% | $94,215+40.6% | $86,983+52.3% |
| Participation rate | 86.7% | 63.9%+22.8pp | 70.0%+16.7pp | 69.5%+17.1pp |
| Annual return | 14.55% | 26.44%-11.9pp | 28.22%-13.7pp | 25.83%-11.3pp |
| Employer contribution / active EE | $1,898 | $1,936-2.0% | $2,675-29.1% | $2,584-26.6% |
| Participant deferral / active EE | $4,641 | $3,397+36.6% | $4,276+8.5% | $4,194+10.7% |
| Admin fee / account holder | $10,234 | $6,468+58.2% | $10,216+0.2% | $7,856+30.3% |