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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 | $139,234 | $76,551+81.9% | $123,894+12.4% | $62,881+121.4% |
| Participation rate | 97.6% | 73.0%+24.6pp | 81.4%+16.1pp | 69.3%+28.3pp |
| Annual return | 7.43% | 18.68%-11.2pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $7,933 | $2,882+175.2% | $4,617+71.8% | $2,281+247.8% |
| Participant deferral / active EE | $8,010 | $4,840+65.5% | $5,984+33.9% | $3,203+150.1% |
| Admin fee / account holder | $3,680 | $4,826-23.7% | $8,357-56.0% | $4,296-14.3% |