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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 | $127,637 | $87,834+45.3% | $133,975-4.7% | $62,881+103.0% |
| Participation rate | 90.7% | 83.4%+7.4pp | 87.1%+3.7pp | 69.3%+21.4pp |
| Annual return | 9.76% | 12.05%-2.3pp | 29.29%-19.5pp | 20.14%-10.4pp |
| Employer contribution / active EE | $6,157 | $3,482+76.8% | $5,211+18.1% | $2,281+169.9% |
| Participant deferral / active EE | $13,125 | $4,812+172.8% | $6,282+108.9% | $3,203+309.8% |
| Admin fee / account holder | $3,460 | $5,372-35.6% | $9,324-62.9% | $4,296-19.4% |