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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 | $136,490 | $95,404+43.1% | $113,397+20.4% | $82,637+65.2% |
| Participation rate | 96.2% | 72.8%+23.3pp | 76.5%+19.7pp | 68.1%+28.1pp |
| Annual return | 15.89% | 19.08%-3.2pp | 23.20%-7.3pp | 53.51%-37.6pp |
| Employer contribution / active EE | $6,719 | $2,307+191.3% | $2,977+125.7% | $2,552+163.3% |
| Participant deferral / active EE | $8,632 | $4,220+104.6% | $5,076+70.0% | $4,126+109.2% |
| Admin fee / account holder | $5,258 | $9,168-42.6% | $11,957-56.0% | $7,339-28.4% |