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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 | $140,271 | $95,404+47.0% | $113,397+23.7% | $82,637+69.7% |
| Participation rate | 71.4% | 72.8%-1.4pp | 76.5%-5.1pp | 68.1%+3.4pp |
| Annual return | 13.02% | 19.08%-6.1pp | 23.20%-10.2pp | 53.51%-40.5pp |
| Employer contribution / active EE | $3,076 | $2,307+33.4% | $2,977+3.3% | $2,552+20.5% |
| Participant deferral / active EE | $7,637 | $4,220+81.0% | $5,076+50.4% | $4,126+85.1% |
| Admin fee / account holder | $24,094 | $9,168+162.8% | $11,957+101.5% | $7,339+228.3% |