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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 | $128,617 | $77,460+66.0% | $100,378+28.1% | $80,925+58.9% |
| Participation rate | 95.7% | 76.9%+18.8pp | 81.5%+14.2pp | 67.7%+28.1pp |
| Annual return | 12.42% | 37.24%-24.8pp | 49.41%-37.0pp | 35.65%-23.2pp |
| Employer contribution / active EE | $7,941 | $2,801+183.5% | $3,942+101.4% | $2,756+188.1% |
| Participant deferral / active EE | $14,790 | $6,818+116.9% | $8,087+82.9% | $4,299+244.1% |
| Admin fee / account holder | $3,495 | $5,887-40.6% | $7,899-55.8% | $6,940-49.6% |