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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 | $129,676 | $77,574+67.2% | $108,753+19.2% | $86,983+49.1% |
| Participation rate | 74.4% | 62.3%+12.1pp | 71.1%+3.3pp | 69.5%+4.8pp |
| Annual return | 13.68% | 18.42%-4.7pp | 37.47%-23.8pp | 25.83%-12.2pp |
| Employer contribution / active EE | $1,470 | $1,611-8.7% | $2,427-39.4% | $2,584-43.1% |
| Participant deferral / active EE | $5,769 | $3,128+84.4% | $4,115+40.2% | $4,194+37.5% |
| Admin fee / account holder | $5,661 | $6,529-13.3% | $10,320-45.1% | $7,856-27.9% |