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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 | $125,022 | $67,602+84.9% | $82,312+51.9% | $70,126+78.3% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.7pp | 69.5%+28.0pp |
| Annual return | 14.35% | 21.57%-7.2pp | 25.88%-11.5pp | 73.15%-58.8pp |
| Employer contribution / active EE | $1,078 | $1,755-38.6% | $2,428-55.6% | $2,343-54.0% |
| Participant deferral / active EE | $6,538 | $2,987+118.9% | $3,706+76.4% | $3,332+96.2% |
| Admin fee / account holder | $7,540 | $4,512+67.1% | $5,608+34.5% | $4,645+62.3% |