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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 | $128,705 | $71,215+80.7% | $93,696+37.4% | $80,935+59.0% |
| Participation rate | 90.9% | 60.4%+30.5pp | 68.7%+22.2pp | 67.7%+23.2pp |
| Annual return | 13.45% | 11.27%+2.2pp | 133.74%-120.3pp | 35.66%-22.2pp |
| Employer contribution / active EE | $2,411 | $1,565+54.0% | $2,422-0.5% | $2,757-12.5% |
| Participant deferral / active EE | $1,661 | $4,037-58.9% | $4,417-62.4% | $4,299-61.4% |
| Admin fee / account holder | $6,734 | $6,958-3.2% | $8,287-18.7% | $6,924-2.8% |