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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 | $128,846 | $95,404+35.1% | $113,397+13.6% | $82,637+55.9% |
| Participation rate | 81.0% | 72.8%+8.1pp | 76.5%+4.5pp | 68.1%+12.9pp |
| Annual return | 15.55% | 19.08%-3.5pp | 23.20%-7.7pp | 53.51%-38.0pp |
| Employer contribution / active EE | $3,153 | $2,307+36.7% | $2,977+5.9% | $2,552+23.5% |
| Participant deferral / active EE | $7,632 | $4,220+80.9% | $5,076+50.3% | $4,126+85.0% |
| Admin fee / account holder | $1,892 | $9,168-79.4% | $11,957-84.2% | $7,339-74.2% |