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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 | $136,429 | $80,985+68.5% | $96,576+41.3% | $75,181+81.5% |
| Participation rate | 72.7% | 71.8%+0.9pp | 76.0%-3.2pp | 67.2%+5.5pp |
| Annual return | 15.93% | 27.05%-11.1pp | 25.87%-9.9pp | 160.69%-144.8pp |
| Employer contribution / active EE | $3,117 | $2,282+36.5% | $2,965+5.1% | $2,671+16.7% |
| Participant deferral / active EE | $5,952 | $3,929+51.5% | $4,851+22.7% | $4,126+44.3% |
| Admin fee / account holder | $7,404 | $6,719+10.2% | $8,253-10.3% | $5,650+31.0% |