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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 | $127,643 | $69,977+82.4% | $108,582+17.6% | $62,881+103.0% |
| Participation rate | 97.1% | 72.9%+24.2pp | 79.6%+17.5pp | 69.3%+27.8pp |
| Annual return | 9.62% | 10.73%-1.1pp | -51.70%+61.3pp | 20.14%-10.5pp |
| Employer contribution / active EE | $3,916 | $2,135+83.4% | $3,758+4.2% | $2,281+71.7% |
| Participant deferral / active EE | $9,799 | $3,165+209.6% | $4,311+127.3% | $3,203+205.9% |
| Admin fee / account holder | $3,158 | $5,076-37.8% | $7,645-58.7% | $4,296-26.5% |