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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 | $132,365 | $72,486+82.6% | $87,103+52.0% | $72,976+81.4% |
| Participation rate | 96.4% | 72.8%+23.6pp | 76.9%+19.5pp | 69.5%+26.9pp |
| Annual return | 25.20% | 24.46%+0.7pp | 28.19%-3.0pp | 81.02%-55.8pp |
| Employer contribution / active EE | $1,514 | $1,894-20.1% | $2,521-40.0% | $2,440-37.9% |
| Participant deferral / active EE | $8,906 | $3,270+172.4% | $4,049+120.0% | $3,608+146.9% |
| Admin fee / account holder | $2,162 | $5,055-57.2% | $7,491-71.1% | $5,124-57.8% |