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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 | $128,819 | $84,953+51.6% | $163,379-21.2% | $82,637+55.9% |
| Participation rate | 84.8% | 65.9%+18.8pp | 76.8%+8.0pp | 68.1%+16.7pp |
| Annual return | 17.63% | 23.07%-5.4pp | 63.41%-45.8pp | 53.51%-35.9pp |
| Employer contribution / active EE | $2,310 | $2,183+5.8% | $3,752-38.4% | $2,552-9.5% |
| Participant deferral / active EE | $4,765 | $4,326+10.1% | $6,282-24.1% | $4,126+15.5% |
| Admin fee / account holder | $1,239 | $7,921-84.4% | $9,818-87.4% | $7,339-83.1% |