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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 | $121,434 | $76,551+58.6% | $123,894-2.0% | $62,881+93.1% |
| Participation rate | 93.7% | 73.0%+20.7pp | 81.4%+12.2pp | 69.3%+24.3pp |
| Annual return | 10.93% | 18.68%-7.7pp | 47.52%-36.6pp | 20.14%-9.2pp |
| Employer contribution / active EE | $5,107 | $2,882+77.2% | $4,617+10.6% | $2,281+123.9% |
| Participant deferral / active EE | $7,092 | $4,840+46.5% | $5,984+18.5% | $3,203+121.4% |
| Admin fee / account holder | $2,987 | $4,826-38.1% | $8,357-64.3% | $4,296-30.5% |