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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 | $136,858 | $100,194+36.6% | $122,979+11.3% | $86,983+57.3% |
| Participation rate | 83.7% | 73.0%+10.8pp | 77.2%+6.5pp | 69.5%+14.2pp |
| Annual return | 16.55% | 16.47%+0.1pp | 20.12%-3.6pp | 25.83%-9.3pp |
| Employer contribution / active EE | $2,977 | $2,326+28.0% | $3,062-2.8% | $2,584+15.2% |
| Participant deferral / active EE | $5,985 | $4,133+44.8% | $5,003+19.6% | $4,194+42.7% |
| Admin fee / account holder | $5,232 | $10,148-48.4% | $12,864-59.3% | $7,856-33.4% |