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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 | $134,814 | $101,795+32.4% | $165,100-18.3% | $80,959+66.5% |
| Participation rate | 95.0% | 71.8%+23.2pp | 78.6%+16.4pp | 67.7%+27.3pp |
| Annual return | 12.09% | 16.73%-4.6pp | 70.21%-58.1pp | 35.67%-23.6pp |
| Employer contribution / active EE | $2,826 | $2,954-4.3% | $4,348-35.0% | $2,757+2.5% |
| Participant deferral / active EE | $6,999 | $4,476+56.4% | $6,035+16.0% | $4,300+62.8% |
| Admin fee / account holder | $2,517 | $8,221-69.4% | $12,696-80.2% | $6,925-63.7% |