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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 | $132,905 | $99,875+33.1% | $146,866-9.5% | $86,983+52.8% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 16.69% | 28.10%-11.4pp | 102.85%-86.2pp | 25.83%-9.1pp |
| Employer contribution / active EE | $3,080 | $3,224-4.5% | $4,425-30.4% | $2,584+19.2% |
| Participant deferral / active EE | $8,016 | $6,322+26.8% | $7,759+3.3% | $4,194+91.1% |
| Admin fee / account holder | $3,311 | $7,838-57.8% | $13,620-75.7% | $7,856-57.9% |