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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 | $130,013 | $83,485+55.7% | $125,195+3.8% | $72,976+78.2% |
| Participation rate | 85.9% | 73.3%+12.6pp | 79.8%+6.2pp | 69.5%+16.4pp |
| Annual return | 19.67% | 25.77%-6.1pp | 43.79%-24.1pp | 81.02%-61.3pp |
| Employer contribution / active EE | $6,723 | $2,346+186.6% | $3,866+73.9% | $2,440+175.5% |
| Participant deferral / active EE | $3,352 | $3,586-6.5% | $4,937-32.1% | $3,608-7.1% |
| Admin fee / account holder | $1,201 | $5,518-78.2% | $9,704-87.6% | $5,124-76.6% |