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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 | $121,824 | $49,255+147.3% | $70,494+72.8% | $79,856+52.6% |
| Participation rate | 79.3% | 69.2%+10.2pp | 75.1%+4.3pp | 69.6%+9.7pp |
| Annual return | 21.14% | 30.10%-9.0pp | 109.16%-88.0pp | 31.71%-10.6pp |
| Employer contribution / active EE | $2,449 | $2,100+16.6% | $2,738-10.6% | $2,471-0.9% |
| Participant deferral / active EE | $5,761 | $2,768+108.1% | $3,711+55.2% | $3,741+54.0% |
| Admin fee / account holder | $1,405 | $2,879-51.2% | $3,848-63.5% | $5,306-73.5% |