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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 | $132,726 | $71,208+86.4% | $93,681+41.7% | $80,911+64.0% |
| Participation rate | 90.6% | 60.4%+30.2pp | 68.7%+21.9pp | 67.6%+23.0pp |
| Annual return | 15.13% | 11.27%+3.9pp | 133.47%-118.3pp | 35.63%-20.5pp |
| Employer contribution / active EE | $2,181 | $1,564+39.4% | $2,422-10.0% | $2,756-20.9% |
| Participant deferral / active EE | $6,418 | $4,035+59.1% | $4,415+45.4% | $4,297+49.4% |
| Admin fee / account holder | $7,623 | $6,951+9.7% | $8,290-8.0% | $6,935+9.9% |