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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 | $126,865 | $67,602+87.7% | $82,312+54.1% | $70,126+80.9% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.9%+15.1pp | 69.5%+22.5pp |
| Annual return | 15.44% | 21.57%-6.1pp | 25.88%-10.4pp | 73.15%-57.7pp |
| Employer contribution / active EE | $1,249 | $1,755-28.8% | $2,428-48.6% | $2,343-46.7% |
| Participant deferral / active EE | $5,709 | $2,987+91.1% | $3,706+54.0% | $3,332+71.4% |
| Admin fee / account holder | $461 | $4,512-89.8% | $5,608-91.8% | $4,645-90.1% |