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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 | $131,361 | $73,787+78.0% | $98,716+33.1% | $82,448+59.3% |
| Participation rate | 98.2% | 61.4%+36.8pp | 69.3%+28.9pp | 68.1%+30.1pp |
| Annual return | 14.69% | 18.57%-3.9pp | 31.81%-17.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $5,428 | $1,511+259.2% | $2,279+138.2% | $2,551+112.8% |
| Participant deferral / active EE | $7,026 | $3,081+128.0% | $4,048+73.6% | $4,139+69.7% |
| Admin fee / account holder | $8,784 | $6,500+35.1% | $8,703+0.9% | $7,234+21.4% |