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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 | $71,215+86.4% | $93,696+41.7% | $80,935+64.0% |
| Participation rate | 90.6% | 60.4%+30.2pp | 68.7%+21.9pp | 67.7%+23.0pp |
| Annual return | 15.13% | 11.27%+3.9pp | 133.74%-118.6pp | 35.66%-20.5pp |
| Employer contribution / active EE | $2,181 | $1,565+39.3% | $2,422-10.0% | $2,757-20.9% |
| Participant deferral / active EE | $6,418 | $4,037+59.0% | $4,417+45.3% | $4,299+49.3% |
| Admin fee / account holder | $7,623 | $6,958+9.6% | $8,287-8.0% | $6,924+10.1% |