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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 | $127,732 | $81,476+56.8% | $102,383+24.8% | $80,925+57.8% |
| Participation rate | 98.7% | 66.8%+31.8pp | 74.5%+24.2pp | 67.7%+31.0pp |
| Annual return | 11.63% | 25.59%-14.0pp | 24.94%-13.3pp | 35.65%-24.0pp |
| Employer contribution / active EE | $11,704 | $3,105+277.0% | $3,870+202.4% | $2,756+324.6% |
| Participant deferral / active EE | $6,847 | $3,871+76.9% | $5,060+35.3% | $4,299+59.3% |
| Admin fee / account holder | $7,160 | $6,717+6.6% | $8,391-14.7% | $6,940+3.2% |