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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 | $140,774 | $76,551+83.9% | $123,894+13.6% | $62,881+123.9% |
| Participation rate | 92.6% | 73.0%+19.7pp | 81.4%+11.2pp | 69.3%+23.3pp |
| Annual return | 7.17% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $6,166 | $2,882+113.9% | $4,617+33.6% | $2,281+170.3% |
| Participant deferral / active EE | $7,509 | $4,840+55.1% | $5,984+25.5% | $3,203+134.4% |
| Admin fee / account holder | $4,751 | $4,826-1.5% | $8,357-43.1% | $4,296+10.6% |