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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 | $134,086 | $95,404+40.5% | $113,397+18.2% | $82,637+62.3% |
| Participation rate | 84.1% | 72.8%+11.3pp | 76.5%+7.6pp | 68.1%+16.1pp |
| Annual return | 20.06% | 19.08%+1.0pp | 23.20%-3.1pp | 53.51%-33.4pp |
| Employer contribution / active EE | $2,872 | $2,307+24.5% | $2,977-3.5% | $2,552+12.6% |
| Participant deferral / active EE | $5,478 | $4,220+29.8% | $5,076+7.9% | $4,126+32.8% |
| Admin fee / account holder | $2,512 | $9,168-72.6% | $11,957-79.0% | $7,339-65.8% |