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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 | $137,127 | $80,992+69.3% | $96,534+42.1% | $75,173+82.4% |
| Participation rate | 76.9% | 71.8%+5.1pp | 76.0%+0.9pp | 67.2%+9.7pp |
| Annual return | 12.74% | 27.05%-14.3pp | 25.88%-13.1pp | 160.72%-148.0pp |
| Employer contribution / active EE | $2,394 | $2,283+4.9% | $2,965-19.3% | $2,671-10.4% |
| Participant deferral / active EE | $4,053 | $3,929+3.1% | $4,851-16.5% | $4,126-1.8% |
| Admin fee / account holder | $6,717 | $6,7170% | $8,253-18.6% | $5,651+18.9% |