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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 | $138,299 | $83,485+65.7% | $125,192+10.5% | $72,975+89.5% |
| Participation rate | 84.4% | 73.3%+11.1pp | 79.8%+4.6pp | 69.5%+14.9pp |
| Annual return | 18.85% | 25.77%-6.9pp | 43.79%-24.9pp | 81.01%-62.2pp |
| Employer contribution / active EE | $953 | $2,346-59.4% | $3,866-75.4% | $2,440-60.9% |
| Participant deferral / active EE | $4,849 | $3,586+35.2% | $4,937-1.8% | $3,608+34.4% |
| Admin fee / account holder | $5,184 | $5,518-6.1% | $9,704-46.6% | $5,124+1.2% |