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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 | $118,088 | $76,371+54.6% | $93,621+26.1% | $72,975+61.8% |
| Participation rate | 92.8% | 71.8%+21.0pp | 75.8%+16.9pp | 69.5%+23.3pp |
| Annual return | 22.26% | 25.82%-3.6pp | 32.76%-10.5pp | 81.01%-58.8pp |
| Employer contribution / active EE | $1,462 | $2,276-35.7% | $2,719-46.2% | $2,440-40.1% |
| Participant deferral / active EE | $3,140 | $3,538-11.3% | $4,070-22.8% | $3,608-13.0% |
| Admin fee / account holder | $6,874 | $6,839+0.5% | $7,890-12.9% | $5,124+34.2% |