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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 | $136,431 | $101,778+34.0% | $164,975-17.3% | $80,925+68.6% |
| Participation rate | 92.5% | 71.8%+20.6pp | 78.6%+13.8pp | 67.7%+24.8pp |
| Annual return | 16.89% | 16.73%+0.2pp | 70.12%-53.2pp | 35.65%-18.8pp |
| Employer contribution / active EE | $3,614 | $2,954+22.3% | $4,343-16.8% | $2,756+31.1% |
| Participant deferral / active EE | $8,937 | $4,477+99.6% | $6,033+48.1% | $4,299+107.9% |
| Admin fee / account holder | $377 | $8,221-95.4% | $12,688-97.0% | $6,940-94.6% |