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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 | $145,936 | $76,551+90.6% | $123,894+17.8% | $62,881+132.1% |
| Participation rate | 92.3% | 73.0%+19.3pp | 81.4%+10.9pp | 69.3%+23.0pp |
| Annual return | 7.34% | 18.68%-11.3pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $6,039 | $2,882+109.5% | $4,617+30.8% | $2,281+164.8% |
| Participant deferral / active EE | $13,381 | $4,840+176.5% | $5,984+123.6% | $3,203+317.8% |
| Admin fee / account holder | $946 | $4,826-80.4% | $8,357-88.7% | $4,296-78.0% |