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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 | $133,231 | $79,961+66.6% | $98,462+35.3% | $75,177+77.2% |
| Participation rate | 88.0% | 70.4%+17.6pp | 75.2%+12.8pp | 67.2%+20.8pp |
| Annual return | 19.92% | 19.75%+0.2pp | 21.17%-1.3pp | 160.75%-140.8pp |
| Employer contribution / active EE | $3,422 | $2,264+51.1% | $3,049+12.3% | $2,671+28.1% |
| Participant deferral / active EE | $8,275 | $3,753+120.5% | $4,738+74.6% | $4,126+100.5% |
| Admin fee / account holder | $6,324 | $6,842-7.6% | $8,875-28.7% | $5,651+11.9% |