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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 | $110,137+24.4% | $161,149-14.9% | $82,637+65.9% |
| Participation rate | 92.3% | 72.4%+20.0pp | 78.8%+13.5pp | 68.1%+24.3pp |
| Annual return | 16.28% | 20.69%-4.4pp | 21.16%-4.9pp | 53.51%-37.2pp |
| Employer contribution / active EE | $7,757 | $2,856+171.6% | $4,360+77.9% | $2,552+203.9% |
| Participant deferral / active EE | $8,909 | $4,575+94.8% | $6,153+44.8% | $4,126+115.9% |
| Admin fee / account holder | $3,674 | $9,467-61.2% | $15,194-75.8% | $7,339-49.9% |