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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 | $137,798 | $46,599+195.7% | $64,101+115.0% | $75,173+83.3% |
| Participation rate | 71.4% | 65.9%+5.5pp | 72.3%-0.9pp | 67.2%+4.2pp |
| Annual return | 14.43% | 26.06%-11.6pp | 33.72%-19.3pp | 160.72%-146.3pp |
| Employer contribution / active EE | $2,922 | $1,975+47.9% | $2,749+6.3% | $2,671+9.4% |
| Participant deferral / active EE | $4,379 | $2,837+54.3% | $3,881+12.8% | $4,126+6.1% |
| Admin fee / account holder | $5,197 | $2,956+75.8% | $3,070+69.3% | $5,651-8.0% |