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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 | $133,842 | $76,551+74.8% | $123,894+8.0% | $62,881+112.8% |
| Participation rate | 93.1% | 73.0%+20.1pp | 81.4%+11.7pp | 69.3%+23.8pp |
| Annual return | 9.06% | 18.68%-9.6pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $7,334 | $2,882+154.4% | $4,617+58.9% | $2,281+221.5% |
| Participant deferral / active EE | $6,302 | $4,840+30.2% | $5,984+5.3% | $3,203+96.8% |
| Admin fee / account holder | $1,317 | $4,826-72.7% | $8,357-84.2% | $4,296-69.3% |