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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 | $129,447 | $58,851+120.0% | $115,170+12.4% | $72,983+77.4% |
| Participation rate | 84.2% | 65.5%+18.7pp | 75.9%+8.3pp | 69.5%+14.7pp |
| Annual return | 24.61% | 23.16%+1.4pp | 35.60%-11.0pp | 81.01%-56.4pp |
| Employer contribution / active EE | $3,473 | $1,798+93.1% | $3,179+9.2% | $2,440+42.3% |
| Participant deferral / active EE | $5,105 | $2,643+93.2% | $4,169+22.5% | $3,608+41.5% |
| Admin fee / account holder | $4,687 | $6,370-26.4% | $7,089-33.9% | $5,124-8.5% |