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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 | $134,859 | $81,476+65.5% | $102,383+31.7% | $80,925+66.6% |
| Participation rate | 87.1% | 66.8%+20.3pp | 74.5%+12.6pp | 67.7%+19.4pp |
| Annual return | 12.64% | 25.59%-12.9pp | 24.94%-12.3pp | 35.65%-23.0pp |
| Employer contribution / active EE | $11,102 | $3,105+257.6% | $3,870+186.9% | $2,756+302.8% |
| Participant deferral / active EE | $3,114 | $3,871-19.5% | $5,060-38.4% | $4,299-27.6% |
| Admin fee / account holder | $5,511 | $6,717-18.0% | $8,391-34.3% | $6,940-20.6% |