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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 | $122,386 | $67,602+81.0% | $82,312+48.7% | $70,126+74.5% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.3pp |
| Annual return | 16.45% | 21.57%-5.1pp | 25.88%-9.4pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,958 | $1,755+11.6% | $2,428-19.3% | $2,343-16.4% |
| Participant deferral / active EE | $6,286 | $2,987+110.4% | $3,706+69.6% | $3,332+88.7% |
| Admin fee / account holder | $7,934 | $4,512+75.9% | $5,608+41.5% | $4,645+70.8% |