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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 | $117,853 | $54,757+115.2% | $90,300+30.5% | $72,983+61.5% |
| Participation rate | 77.1% | 65.1%+12.0pp | 73.3%+3.9pp | 69.5%+7.7pp |
| Annual return | 23.16% | 30.63%-7.5pp | 78.11%-55.0pp | 81.01%-57.8pp |
| Employer contribution / active EE | $2,473 | $2,092+18.2% | $2,854-13.3% | $2,440+1.4% |
| Participant deferral / active EE | $4,698 | $2,887+62.8% | $3,884+21.0% | $3,608+30.2% |
| Admin fee / account holder | $772 | $3,972-80.6% | $5,353-85.6% | $5,124-84.9% |