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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 | $129,764 | $73,787+75.9% | $98,716+31.5% | $82,448+57.4% |
| Participation rate | 71.4% | 61.4%+10.0pp | 69.3%+2.1pp | 68.1%+3.4pp |
| Annual return | 15.65% | 18.57%-2.9pp | 31.81%-16.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,946 | $1,511+28.8% | $2,279-14.6% | $2,551-23.7% |
| Participant deferral / active EE | $4,833 | $3,081+56.8% | $4,048+19.4% | $4,139+16.8% |
| Admin fee / account holder | $5,236 | $6,500-19.5% | $8,703-39.8% | $7,234-27.6% |