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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 | $138,582 | $76,551+81.0% | $123,894+11.9% | $62,881+120.4% |
| Participation rate | 89.6% | 73.0%+16.6pp | 81.4%+8.1pp | 69.3%+20.2pp |
| Annual return | 8.48% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $5,346 | $2,882+85.5% | $4,617+15.8% | $2,281+134.4% |
| Participant deferral / active EE | $7,635 | $4,840+57.7% | $5,984+27.6% | $3,203+138.4% |
| Admin fee / account holder | $904 | $4,826-81.3% | $8,357-89.2% | $4,296-79.0% |