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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 | $131,213 | $72,471+81.1% | $94,215+39.3% | $86,983+50.8% |
| Participation rate | 89.5% | 63.9%+25.6pp | 70.0%+19.5pp | 69.5%+19.9pp |
| Annual return | 17.46% | 26.44%-9.0pp | 28.22%-10.8pp | 25.83%-8.4pp |
| Employer contribution / active EE | $2,559 | $1,936+32.2% | $2,675-4.3% | $2,584-1.0% |
| Participant deferral / active EE | $3,801 | $3,397+11.9% | $4,276-11.1% | $4,194-9.4% |
| Admin fee / account holder | $776 | $6,468-88.0% | $10,216-92.4% | $7,856-90.1% |