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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 | $132,680 | $123,793+7.2% | $177,848-25.4% | $79,856+66.1% |
| Participation rate | 97.0% | 84.7%+12.3pp | 87.7%+9.3pp | 69.6%+27.3pp |
| Annual return | 21.07% | 22.82%-1.7pp | 48.33%-27.3pp | 31.71%-10.6pp |
| Employer contribution / active EE | $7,595 | $4,095+85.5% | $5,919+28.3% | $2,471+207.4% |
| Participant deferral / active EE | $3,997 | $5,956-32.9% | $7,714-48.2% | $3,741+6.9% |
| Admin fee / account holder | $4,096 | $7,243-43.4% | $12,431-67.1% | $5,306-22.8% |