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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 | $131,203 | $78,197+67.8% | $98,090+33.8% | $82,637+58.8% |
| Participation rate | 77.2% | 77.5%-0.3pp | 81.5%-4.3pp | 68.1%+9.2pp |
| Annual return | 20.82% | 40.25%-19.4pp | 37.05%-16.2pp | 53.51%-32.7pp |
| Employer contribution / active EE | $2,878 | $2,605+10.5% | $3,606-20.2% | $2,552+12.8% |
| Participant deferral / active EE | $6,238 | $6,636-6.0% | $7,845-20.5% | $4,126+51.2% |
| Admin fee / account holder | $8,819 | $14,832-40.5% | $11,815-25.4% | $7,339+20.2% |