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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 | $126,473 | $181,896-30.5% | $156,551-19.2% | $273,972-53.8% |
| Participation rate | 89.5% | 88.4%+1.1pp | 84.0%+5.5pp | 83.0%+6.5pp |
| Annual return | 7.41% | 30.74%-23.3pp | 32.23%-24.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $14,707 | $6,248+135.4% | $5,501+167.3% | $4,869+202.1% |
| Participant deferral / active EE | $7,022 | $5,550+26.5% | $4,871+44.1% | $5,287+32.8% |
| Admin fee / account holder | $1,104 | $15,560-92.9% | $13,028-91.5% | $10,133-89.1% |