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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 | $135,681 | $118,467+14.5% | $98,450+37.8% | $139,456-2.7% |
| Participation rate | 81.8% | 77.5%+4.4pp | 75.2%+6.7pp | 80.3%+1.5pp |
| Annual return | 23.20% | 18.95%+4.3pp | 21.16%+2.0pp | 373.45%-350.2pp |
| Employer contribution / active EE | $2,328 | $3,611-35.5% | $3,049-23.6% | $4,753-51.0% |
| Participant deferral / active EE | $6,977 | $5,393+29.4% | $4,739+47.2% | $6,711+4.0% |
| Admin fee / account holder | $4,331 | $14,057-69.2% | $8,961-51.7% | $11,407-62.0% |