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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 | $142,584 | $70,486+102.3% | $100,535+41.8% | $79,856+78.6% |
| Participation rate | 82.3% | 73.6%+8.6pp | 79.4%+2.8pp | 69.6%+12.6pp |
| Annual return | 16.07% | 21.90%-5.8pp | 30.90%-14.8pp | 31.71%-15.6pp |
| Employer contribution / active EE | $3,262 | $2,165+50.7% | $3,419-4.6% | $2,471+32.0% |
| Participant deferral / active EE | $8,089 | $5,182+56.1% | $6,271+29.0% | $3,741+116.3% |
| Admin fee / account holder | $5,960 | $4,480+33.0% | $8,085-26.3% | $5,306+12.3% |