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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 | $131,735 | $73,988+78.0% | $96,538+36.5% | $75,177+75.2% |
| Participation rate | 86.4% | 66.4%+19.9pp | 74.3%+12.0pp | 67.2%+19.2pp |
| Annual return | 14.67% | 26.73%-12.1pp | 35.74%-21.1pp | 160.75%-146.1pp |
| Employer contribution / active EE | $2,845 | $2,930-2.9% | $3,740-23.9% | $2,671+6.5% |
| Participant deferral / active EE | $5,309 | $3,660+45.0% | $4,880+8.8% | $4,126+28.7% |
| Admin fee / account holder | $5,109 | $5,220-2.1% | $6,737-24.2% | $5,651-9.6% |