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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 | $134,502 | $80,983+66.1% | $96,544+39.3% | $75,177+78.9% |
| Participation rate | 84.4% | 71.8%+12.7pp | 76.0%+8.5pp | 67.2%+17.2pp |
| Annual return | 27.52% | 27.05%+0.5pp | 25.88%+1.6pp | 160.75%-133.2pp |
| Employer contribution / active EE | $4,766 | $2,282+108.8% | $2,966+60.7% | $2,671+78.4% |
| Participant deferral / active EE | $4,828 | $3,929+22.9% | $4,851-0.5% | $4,126+17.0% |
| Admin fee / account holder | $3,562 | $6,717-47.0% | $8,254-56.8% | $5,651-37.0% |