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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 | $134,880 | $86,940+55.1% | $102,434+31.7% | $80,935+66.7% |
| Participation rate | 85.9% | 72.4%+13.5pp | 76.5%+9.4pp | 67.7%+18.3pp |
| Annual return | 24.24% | 18.89%+5.3pp | 29.46%-5.2pp | 35.66%-11.4pp |
| Employer contribution / active EE | $1,813 | $2,370-23.5% | $3,023-40.0% | $2,757-34.2% |
| Participant deferral / active EE | $7,774 | $4,121+88.6% | $5,055+53.8% | $4,299+80.8% |
| Admin fee / account holder | $2,620 | $8,047-67.4% | $9,462-72.3% | $6,924-62.2% |