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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 | $126,295 | $76,551+65.0% | $123,894+1.9% | $62,881+100.8% |
| Participation rate | 92.6% | 73.0%+19.7pp | 81.4%+11.2pp | 69.3%+23.3pp |
| Annual return | 12.13% | 18.68%-6.5pp | 47.52%-35.4pp | 20.14%-8.0pp |
| Employer contribution / active EE | $3,348 | $2,882+16.2% | $4,617-27.5% | $2,281+46.8% |
| Participant deferral / active EE | $8,812 | $4,840+82.1% | $5,984+47.3% | $3,203+175.1% |
| Admin fee / account holder | $1,545 | $4,826-68.0% | $8,357-81.5% | $4,296-64.0% |