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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 | $140,153 | $78,670+78.2% | $109,173+28.4% | $85,847+63.3% |
| Participation rate | 84.8% | 68.3%+16.6pp | 75.9%+9.0pp | 69.3%+15.5pp |
| Annual return | 13.88% | 25.09%-11.2pp | 25.75%-11.9pp | 318.61%-304.7pp |
| Employer contribution / active EE | $2,605 | $2,734-4.7% | $3,723-30.0% | $2,565+1.6% |
| Participant deferral / active EE | $4,137 | $3,467+19.3% | $4,654-11.1% | $3,952+4.7% |
| Admin fee / account holder | $5,844 | $5,469+6.8% | $6,755-13.5% | $6,261-6.7% |