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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 | $130,582 | $82,882+57.6% | $127,803+2.2% | $72,983+78.9% |
| Participation rate | 82.8% | 71.5%+11.3pp | 79.0%+3.7pp | 69.5%+13.3pp |
| Annual return | 26.89% | 32.20%-5.3pp | 26.14%+0.8pp | 81.01%-54.1pp |
| Employer contribution / active EE | $5,866 | $3,346+75.3% | $4,576+28.2% | $2,440+140.4% |
| Participant deferral / active EE | $9,754 | $4,791+103.6% | $6,023+61.9% | $3,608+170.4% |
| Admin fee / account holder | $1,794 | $6,487-72.3% | $9,399-80.9% | $5,124-65.0% |