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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 | $131,536 | $83,485+57.6% | $125,192+5.1% | $72,975+80.2% |
| Participation rate | 82.9% | 73.3%+9.6pp | 79.8%+3.1pp | 69.5%+13.4pp |
| Annual return | 22.02% | 25.77%-3.8pp | 43.79%-21.8pp | 81.01%-59.0pp |
| Employer contribution / active EE | $3,393 | $2,346+44.7% | $3,866-12.2% | $2,440+39.1% |
| Participant deferral / active EE | $7,165 | $3,586+99.8% | $4,937+45.1% | $3,608+98.6% |
| Admin fee / account holder | $933 | $5,518-83.1% | $9,704-90.4% | $5,124-81.8% |