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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 | $137,774 | $83,485+65.0% | $125,180+10.1% | $72,983+88.8% |
| Participation rate | 88.3% | 73.3%+15.0pp | 79.8%+8.6pp | 69.5%+18.8pp |
| Annual return | 19.13% | 25.78%-6.6pp | 43.79%-24.7pp | 81.01%-61.9pp |
| Employer contribution / active EE | $4,744 | $2,346+102.2% | $3,866+22.7% | $2,440+94.4% |
| Participant deferral / active EE | $3,349 | $3,586-6.6% | $4,937-32.2% | $3,608-7.2% |
| Admin fee / account holder | $3,996 | $5,518-27.6% | $9,703-58.8% | $5,124-22.0% |