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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 | $138,882 | $73,981+87.7% | $105,754+31.3% | $62,881+120.9% |
| Participation rate | 93.2% | 71.7%+21.5pp | 78.9%+14.3pp | 69.3%+23.9pp |
| Annual return | 7.33% | 17.60%-10.3pp | 12.25%-4.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,345 | $2,856-52.9% | $4,079-67.0% | $2,281-41.0% |
| Participant deferral / active EE | $10,014 | $4,038+148.0% | $5,326+88.0% | $3,203+212.7% |
| Admin fee / account holder | $6,428 | $5,976+7.6% | $8,309-22.6% | $4,296+49.6% |