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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 | $122,095 | $63,365+92.7% | $91,994+32.7% | $72,976+67.3% |
| Participation rate | 78.1% | 72.5%+5.6pp | 78.6%-0.5pp | 69.5%+8.6pp |
| Annual return | 32.00% | 35.35%-3.3pp | 69.04%-37.0pp | 81.02%-49.0pp |
| Employer contribution / active EE | $2,705 | $2,116+27.9% | $3,453-21.7% | $2,440+10.9% |
| Participant deferral / active EE | $10,683 | $4,883+118.8% | $5,924+80.3% | $3,608+196.1% |
| Admin fee / account holder | $6,514 | $4,670+39.5% | $7,744-15.9% | $5,124+27.1% |