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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 | $127,619 | $81,504+56.6% | $102,437+24.6% | $80,959+57.6% |
| Participation rate | 95.4% | 66.9%+28.5pp | 74.5%+20.9pp | 67.7%+27.7pp |
| Annual return | 15.50% | 25.60%-10.1pp | 24.95%-9.4pp | 35.67%-20.2pp |
| Employer contribution / active EE | $3,158 | $3,104+1.8% | $3,871-18.4% | $2,757+14.5% |
| Participant deferral / active EE | $8,061 | $3,871+108.3% | $5,060+59.3% | $4,300+87.5% |
| Admin fee / account holder | $2,415 | $6,719-64.1% | $8,388-71.2% | $6,925-65.1% |