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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 | $119,659 | $79,961+49.6% | $98,462+21.5% | $75,177+59.2% |
| Participation rate | 77.4% | 70.4%+7.1pp | 75.2%+2.3pp | 67.2%+10.2pp |
| Annual return | 16.64% | 19.75%-3.1pp | 21.17%-4.5pp | 160.75%-144.1pp |
| Employer contribution / active EE | $2,514 | $2,264+11.0% | $3,049-17.5% | $2,671-5.9% |
| Participant deferral / active EE | $4,896 | $3,753+30.5% | $4,738+3.3% | $4,126+18.6% |
| Admin fee / account holder | $1,135 | $6,842-83.4% | $8,875-87.2% | $5,651-79.9% |