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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 | $141,284 | $86,949+62.5% | $102,460+37.9% | $80,959+74.5% |
| Participation rate | 95.5% | 72.4%+23.1pp | 76.5%+18.9pp | 67.7%+27.8pp |
| Annual return | 13.45% | 18.89%-5.4pp | 29.47%-16.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $3,529 | $2,370+48.9% | $3,025+16.6% | $2,757+28.0% |
| Participant deferral / active EE | $4,257 | $4,121+3.3% | $5,056-15.8% | $4,300-1.0% |
| Admin fee / account holder | $5,196 | $8,048-35.4% | $9,460-45.1% | $6,925-25.0% |