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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 | $133,476 | $86,949+53.5% | $102,460+30.3% | $80,959+64.9% |
| Participation rate | 91.1% | 72.4%+18.7pp | 76.5%+14.6pp | 67.7%+23.4pp |
| Annual return | 15.51% | 18.89%-3.4pp | 29.47%-14.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $7,859 | $2,370+231.6% | $3,025+159.8% | $2,757+185.0% |
| Participant deferral / active EE | $6,668 | $4,121+61.8% | $5,056+31.9% | $4,300+55.1% |
| Admin fee / account holder | $2,010 | $8,048-75.0% | $9,460-78.8% | $6,925-71.0% |