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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 | $134,988 | $94,031+43.6% | $115,768+16.6% | $82,448+63.7% |
| Participation rate | 71.4% | 70.4%+1.0pp | 74.4%-3.0pp | 68.1%+3.4pp |
| Annual return | 24.08% | 20.61%+3.5pp | 100.46%-76.4pp | 41.64%-17.6pp |
| Employer contribution / active EE | $2,499 | $2,323+7.6% | $2,940-15.0% | $2,551-2.0% |
| Participant deferral / active EE | $4,347 | $3,972+9.5% | $4,917-11.6% | $4,139+5.0% |
| Admin fee / account holder | $1,652 | $10,249-83.9% | $12,439-86.7% | $7,234-77.2% |