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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 | $129,306 | $91,019+42.1% | $392,568-67.1% | $72,976+77.2% |
| Participation rate | 95.9% | 74.4%+21.5pp | 78.1%+17.9pp | 69.5%+26.4pp |
| Annual return | 21.92% | 20.00%+1.9pp | 24.42%-2.5pp | 81.02%-59.1pp |
| Employer contribution / active EE | $2,063 | $2,751-25.0% | $3,783-45.5% | $2,440-15.5% |
| Participant deferral / active EE | $7,487 | $4,570+63.8% | $5,985+25.1% | $3,608+107.5% |
| Admin fee / account holder | $4,332 | $4,895-11.5% | $6,260-30.8% | $5,124-15.5% |