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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 | $113,911 | $76,551+48.8% | $123,894-8.1% | $62,881+81.2% |
| Participation rate | 98.3% | 73.0%+25.4pp | 81.4%+16.9pp | 69.3%+29.0pp |
| Annual return | 7.80% | 18.68%-10.9pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,615 | $2,882-9.3% | $4,617-43.4% | $2,281+14.7% |
| Participant deferral / active EE | $7,171 | $4,840+48.2% | $5,984+19.8% | $3,203+123.9% |
| Admin fee / account holder | $7,930 | $4,826+64.3% | $8,357-5.1% | $4,296+84.6% |