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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 | $125,692 | $76,550+64.2% | $123,894+1.5% | $62,881+99.9% |
| Participation rate | 95.0% | 73.0%+22.0pp | 81.4%+13.6pp | 69.3%+25.7pp |
| Annual return | 8.69% | 18.67%-10.0pp | 47.52%-38.8pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,914 | $2,882+1.1% | $4,617-36.9% | $2,281+27.8% |
| Participant deferral / active EE | $9,145 | $4,840+88.9% | $5,984+52.8% | $3,203+185.5% |
| Admin fee / account holder | $1,788 | $4,826-62.9% | $8,357-78.6% | $4,296-58.4% |