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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 | $133,669 | $101,795+31.3% | $165,100-19.0% | $80,959+65.1% |
| Participation rate | 88.9% | 71.8%+17.1pp | 78.6%+10.3pp | 67.7%+21.2pp |
| Annual return | 12.20% | 16.73%-4.5pp | 70.21%-58.0pp | 35.67%-23.5pp |
| Employer contribution / active EE | $6,133 | $2,954+107.6% | $4,348+41.1% | $2,757+122.4% |
| Participant deferral / active EE | $6,726 | $4,476+50.3% | $6,035+11.5% | $4,300+56.4% |
| Admin fee / account holder | $1,751 | $8,221-78.7% | $12,696-86.2% | $6,925-74.7% |