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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 | $101,778+31.3% | $164,975-19.0% | $80,925+65.2% |
| Participation rate | 88.9% | 71.8%+17.1pp | 78.6%+10.3pp | 67.7%+21.2pp |
| Annual return | 12.20% | 16.73%-4.5pp | 70.12%-57.9pp | 35.65%-23.5pp |
| Employer contribution / active EE | $6,133 | $2,954+107.6% | $4,343+41.2% | $2,756+122.5% |
| Participant deferral / active EE | $6,726 | $4,477+50.3% | $6,033+11.5% | $4,299+56.5% |
| Admin fee / account holder | $1,751 | $8,221-78.7% | $12,688-86.2% | $6,940-74.8% |