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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 | $125,663 | $81,504+54.2% | $102,437+22.7% | $80,959+55.2% |
| Participation rate | 92.0% | 66.9%+25.1pp | 74.5%+17.5pp | 67.7%+24.3pp |
| Annual return | 15.25% | 25.60%-10.3pp | 24.95%-9.7pp | 35.67%-20.4pp |
| Employer contribution / active EE | $8,131 | $3,104+162.0% | $3,871+110.1% | $2,757+194.9% |
| Participant deferral / active EE | $7,188 | $3,871+85.7% | $5,060+42.1% | $4,300+67.1% |
| Admin fee / account holder | $1,106 | $6,719-83.5% | $8,388-86.8% | $6,925-84.0% |