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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 | $129,604 | $76,371+69.7% | $93,621+38.4% | $72,975+77.6% |
| Participation rate | 72.1% | 71.8%+0.4pp | 75.8%-3.7pp | 69.5%+2.6pp |
| Annual return | 20.95% | 25.82%-4.9pp | 32.76%-11.8pp | 81.01%-60.1pp |
| Employer contribution / active EE | $1,279 | $2,276-43.8% | $2,719-52.9% | $2,440-47.6% |
| Participant deferral / active EE | $6,420 | $3,538+81.4% | $4,070+57.8% | $3,608+78.0% |
| Admin fee / account holder | $7,131 | $6,839+4.3% | $7,890-9.6% | $5,124+39.2% |