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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 | $133,651 | $59,804+123.5% | $81,982+63.0% | $79,856+67.4% |
| Participation rate | 80.0% | 61.6%+18.4pp | 69.3%+10.7pp | 69.6%+10.4pp |
| Annual return | 14.15% | 17.56%-3.4pp | 41.31%-27.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,575 | $1,713+50.3% | $2,498+3.0% | $2,471+4.2% |
| Participant deferral / active EE | $6,106 | $2,695+126.6% | $3,722+64.0% | $3,741+63.2% |
| Admin fee / account holder | $4,547 | $4,288+6.0% | $5,665-19.7% | $5,306-14.3% |