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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 | $130,426 | $69,444+87.8% | $92,985+40.3% | $87,485+49.1% |
| Participation rate | 88.5% | 63.3%+25.2pp | 69.5%+19.0pp | 68.9%+19.5pp |
| Annual return | 13.52% | 23.85%-10.3pp | 27.99%-14.5pp | 26.06%-12.5pp |
| Employer contribution / active EE | $6,503 | $1,917+239.2% | $2,662+144.3% | $2,596+150.5% |
| Participant deferral / active EE | $5,908 | $3,364+75.6% | $4,377+35.0% | $4,274+38.3% |
| Admin fee / account holder | $3,461 | $6,137-43.6% | $9,463-63.4% | $7,775-55.5% |