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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 | $144,322 | $95,453+51.2% | $112,040+28.8% | $82,448+75.0% |
| Participation rate | 82.1% | 72.8%+9.3pp | 76.5%+5.6pp | 68.1%+14.0pp |
| Annual return | 17.21% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $3,115 | $2,318+34.4% | $2,954+5.5% | $2,551+22.1% |
| Participant deferral / active EE | $6,463 | $4,224+53.0% | $5,098+26.8% | $4,139+56.1% |
| Admin fee / account holder | $7,833 | $9,013-13.1% | $12,098-35.3% | $7,234+8.3% |