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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 | $137,652 | $95,404+44.3% | $113,397+21.4% | $82,637+66.6% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.5%+3.5pp | 68.1%+11.9pp |
| Annual return | 14.44% | 19.08%-4.6pp | 23.20%-8.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $2,078 | $2,307-9.9% | $2,977-30.2% | $2,552-18.6% |
| Participant deferral / active EE | $4,081 | $4,220-3.3% | $5,076-19.6% | $4,126-1.1% |
| Admin fee / account holder | $4,414 | $9,168-51.9% | $11,957-63.1% | $7,339-39.9% |