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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 | $125,958 | $79,955+57.5% | $98,461+27.9% | $75,173+67.6% |
| Participation rate | 77.3% | 70.4%+6.9pp | 75.2%+2.1pp | 67.2%+10.1pp |
| Annual return | 17.13% | 19.75%-2.6pp | 21.17%-4.0pp | 160.72%-143.6pp |
| Employer contribution / active EE | $2,377 | $2,264+5.0% | $3,049-22.0% | $2,671-11.0% |
| Participant deferral / active EE | $4,959 | $3,752+32.2% | $4,738+4.7% | $4,126+20.2% |
| Admin fee / account holder | $3,354 | $6,841-51.0% | $8,961-62.6% | $5,651-40.6% |