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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 | $130,214 | $58,523+122.5% | $99,479+30.9% | $72,976+78.4% |
| Participation rate | 98.9% | 64.6%+34.3pp | 73.8%+25.1pp | 69.5%+29.5pp |
| Annual return | 16.28% | 28.51%-12.2pp | 30.72%-14.4pp | 81.02%-64.7pp |
| Employer contribution / active EE | $2,528 | $1,512+67.2% | $2,540-0.5% | $2,440+3.6% |
| Participant deferral / active EE | $7,112 | $2,606+172.9% | $3,619+96.5% | $3,608+97.1% |
| Admin fee / account holder | $3,357 | $4,102-18.2% | $6,253-46.3% | $5,124-34.5% |