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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 | $133,312 | $69,590+91.6% | $136,867-2.6% | $94,015+41.8% |
| Participation rate | 88.1% | 66.3%+21.7pp | 74.5%+13.5pp | 70.8%+17.2pp |
| Annual return | 14.61% | 19.62%-5.0pp | 42.97%-28.4pp | 17.84%-3.2pp |
| Employer contribution / active EE | $8,350 | $2,396+248.4% | $3,547+135.4% | $2,790+199.3% |
| Participant deferral / active EE | $8,638 | $3,437+151.3% | $4,924+75.4% | $4,249+103.3% |
| Admin fee / account holder | $2,210 | $8,912-75.2% | $10,340-78.6% | $8,951-75.3% |