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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 | $129,255 | $95,453+35.4% | $112,040+15.4% | $82,448+56.8% |
| Participation rate | 92.5% | 72.8%+19.7pp | 76.5%+16.0pp | 68.1%+24.4pp |
| Annual return | 19.64% | 23.92%-4.3pp | 24.52%-4.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $5,016 | $2,318+116.4% | $2,954+69.8% | $2,551+96.6% |
| Participant deferral / active EE | $5,336 | $4,224+26.3% | $5,098+4.7% | $4,139+28.9% |
| Admin fee / account holder | $6,784 | $9,013-24.7% | $12,098-43.9% | $7,234-6.2% |