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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 | $130,346 | $101,763+28.1% | $164,866-20.9% | $80,874+61.2% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.6%+12.4pp |
| Annual return | 17.00% | 16.73%+0.3pp | 69.97%-53.0pp | 35.62%-18.6pp |
| Employer contribution / active EE | $3,478 | $2,954+17.7% | $4,343-19.9% | $2,756+26.2% |
| Participant deferral / active EE | $7,893 | $4,477+76.3% | $6,033+30.8% | $4,297+83.7% |
| Admin fee / account holder | $2,881 | $8,228-65.0% | $12,689-77.3% | $6,935-58.5% |