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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 | $132,738 | $45,082+194.4% | $69,464+91.1% | $72,975+81.9% |
| Participation rate | 87.5% | 68.5%+19.0pp | 74.6%+12.9pp | 69.5%+18.0pp |
| Annual return | 15.27% | 22.66%-7.4pp | 28.98%-13.7pp | 81.01%-65.7pp |
| Employer contribution / active EE | $2,564 | $2,055+24.8% | $2,779-7.7% | $2,440+5.1% |
| Participant deferral / active EE | $6,254 | $2,604+140.2% | $3,536+76.9% | $3,608+73.3% |
| Admin fee / account holder | $1,973 | $3,057-35.4% | $3,840-48.6% | $5,124-61.5% |