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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 | $121,242 | $63,365+91.3% | $91,994+31.8% | $72,975+66.1% |
| Participation rate | 78.1% | 72.5%+5.6pp | 78.6%-0.5pp | 69.5%+8.6pp |
| Annual return | 21.89% | 35.35%-13.5pp | 69.04%-47.2pp | 81.01%-59.1pp |
| Employer contribution / active EE | $3,125 | $2,116+47.7% | $3,453-9.5% | $2,440+28.1% |
| Participant deferral / active EE | $7,952 | $4,883+62.8% | $5,924+34.2% | $3,608+120.4% |
| Admin fee / account holder | $4,568 | $4,670-2.2% | $7,744-41.0% | $5,124-10.9% |