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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 | $135,547 | $101,795+33.2% | $165,100-17.9% | $80,959+67.4% |
| Participation rate | 88.2% | 71.8%+16.4pp | 78.6%+9.6pp | 67.7%+20.6pp |
| Annual return | 14.38% | 16.73%-2.3pp | 70.21%-55.8pp | 35.67%-21.3pp |
| Employer contribution / active EE | $4,336 | $2,954+46.8% | $4,348-0.3% | $2,757+57.3% |
| Participant deferral / active EE | $8,152 | $4,476+82.1% | $6,035+35.1% | $4,300+89.6% |
| Admin fee / account holder | $12,519 | $8,221+52.3% | $12,696-1.4% | $6,925+80.8% |