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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 | $147,579 | $78,682+87.6% | $109,188+35.2% | $85,851+71.9% |
| Participation rate | 84.3% | 68.3%+16.0pp | 75.9%+8.4pp | 69.3%+15.0pp |
| Annual return | 26.01% | 25.09%+0.9pp | 25.76%+0.3pp | 318.63%-292.6pp |
| Employer contribution / active EE | $1,961 | $2,734-28.3% | $3,723-47.3% | $2,565-23.6% |
| Participant deferral / active EE | $4,885 | $3,468+40.9% | $4,654+5.0% | $3,952+23.6% |
| Admin fee / account holder | $5,354 | $5,470-2.1% | $6,755-20.7% | $6,261-14.5% |