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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 | $137,057 | $115,931+18.2% | $185,441-26.1% | $86,983+57.6% |
| Participation rate | 92.3% | 73.6%+18.7pp | 80.3%+12.0pp | 69.5%+22.8pp |
| Annual return | 16.28% | 21.47%-5.2pp | 20.16%-3.9pp | 25.83%-9.6pp |
| Employer contribution / active EE | $7,757 | $2,937+164.1% | $4,672+66.0% | $2,584+200.1% |
| Participant deferral / active EE | $8,909 | $4,551+95.8% | $6,152+44.8% | $4,194+112.4% |
| Admin fee / account holder | $3,674 | $10,687-65.6% | $17,890-79.5% | $7,856-53.2% |