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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 | $127,988 | $87,059+47.0% | $105,608+21.2% | $80,925+58.2% |
| Participation rate | 90.9% | 70.4%+20.5pp | 75.3%+15.6pp | 67.7%+23.3pp |
| Annual return | 16.14% | 17.05%-0.9pp | 116.50%-100.4pp | 35.65%-19.5pp |
| Employer contribution / active EE | $2,926 | $2,396+22.1% | $3,167-7.6% | $2,756+6.1% |
| Participant deferral / active EE | $7,555 | $3,986+89.6% | $5,010+50.8% | $4,299+75.8% |
| Admin fee / account holder | $731 | $8,443-91.3% | $11,028-93.4% | $6,940-89.5% |