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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 | $134,373 | $76,550+75.5% | $123,894+8.5% | $62,881+113.7% |
| Participation rate | 92.7% | 73.0%+19.7pp | 81.4%+11.3pp | 69.3%+23.4pp |
| Annual return | 7.77% | 18.67%-10.9pp | 47.52%-39.7pp | 20.14%-12.4pp |
| Employer contribution / active EE | $3,346 | $2,882+16.1% | $4,617-27.5% | $2,281+46.7% |
| Participant deferral / active EE | $3,775 | $4,840-22.0% | $5,984-36.9% | $3,203+17.9% |
| Admin fee / account holder | $354 | $4,826-92.7% | $8,357-95.8% | $4,296-91.8% |