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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 | $117,423 | $76,551+53.4% | $123,894-5.2% | $62,881+86.7% |
| Participation rate | 86.7% | 73.0%+13.7pp | 81.4%+5.3pp | 69.3%+17.4pp |
| Annual return | 8.21% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,734 | $2,882-5.2% | $4,617-40.8% | $2,281+19.8% |
| Participant deferral / active EE | $5,846 | $4,840+20.8% | $5,984-2.3% | $3,203+82.5% |
| Admin fee / account holder | $5,352 | $4,826+10.9% | $8,357-36.0% | $4,296+24.6% |