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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 | $114,867 | $62,592+83.5% | $85,693+34.0% | $85,856+33.8% |
| Participation rate | 71.7% | 61.1%+10.5pp | 69.9%+1.8pp | 69.3%+2.3pp |
| Annual return | 24.95% | 23.77%+1.2pp | 21.49%+3.5pp | 318.58%-293.6pp |
| Employer contribution / active EE | $693 | $1,755-60.5% | $2,618-73.5% | $2,565-73.0% |
| Participant deferral / active EE | $5,513 | $2,802+96.7% | $3,923+40.5% | $3,952+39.5% |
| Admin fee / account holder | $1,388 | $4,643-70.1% | $6,874-79.8% | $6,261-77.8% |