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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 | $145,388 | $87,037+67.0% | $106,201+36.9% | $80,874+79.8% |
| Participation rate | 76.9% | 70.4%+6.5pp | 75.3%+1.6pp | 67.6%+9.3pp |
| Annual return | 14.48% | 17.05%-2.6pp | 116.26%-101.8pp | 35.62%-21.1pp |
| Employer contribution / active EE | $2,522 | $2,396+5.2% | $3,170-20.4% | $2,756-8.5% |
| Participant deferral / active EE | $4,852 | $3,986+21.7% | $5,012-3.2% | $4,297+12.9% |
| Admin fee / account holder | $4,850 | $8,434-42.5% | $11,039-56.1% | $6,935-30.1% |