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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 | $139,630 | $57,590+142.5% | $86,233+61.9% | $82,448+69.4% |
| Participation rate | 72.3% | 57.9%+14.5pp | 69.0%+3.3pp | 68.1%+4.3pp |
| Annual return | 26.09% | 22.41%+3.7pp | 61.39%-35.3pp | 41.64%-15.5pp |
| Employer contribution / active EE | $3,710 | $1,655+124.1% | $2,504+48.1% | $2,551+45.4% |
| Participant deferral / active EE | $7,216 | $3,080+134.3% | $4,559+58.3% | $4,139+74.3% |
| Admin fee / account holder | $3,368 | $4,730-28.8% | $8,342-59.6% | $7,234-53.4% |