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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 | $130,816 | $73,988+76.8% | $96,538+35.5% | $75,177+74.0% |
| Participation rate | 92.3% | 66.4%+25.9pp | 74.3%+18.0pp | 67.2%+25.1pp |
| Annual return | 22.91% | 26.73%-3.8pp | 35.74%-12.8pp | 160.75%-137.8pp |
| Employer contribution / active EE | $2,733 | $2,930-6.8% | $3,740-26.9% | $2,671+2.3% |
| Participant deferral / active EE | $5,311 | $3,660+45.1% | $4,880+8.8% | $4,126+28.7% |
| Admin fee / account holder | $6,792 | $5,220+30.1% | $6,737+0.8% | $5,651+20.2% |