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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 | $134,305 | $99,345+35.2% | $84,753+58.5% | $273,972-51.0% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 18.54% | 22.93%-4.4pp | 22.78%-4.2pp | 41.46%-22.9pp |
| Employer contribution / active EE | $3,709 | $4,214-12.0% | $3,574+3.8% | $4,869-23.8% |
| Participant deferral / active EE | $6,774 | $4,270+58.6% | $3,712+82.5% | $5,287+28.1% |
| Admin fee / account holder | $24,753 | $6,645+272.5% | $5,333+364.1% | $10,133+144.3% |