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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 | $134,922 | $106,749+26.4% | $145,433-7.2% | $82,448+63.6% |
| Participation rate | 97.9% | 75.6%+22.3pp | 82.1%+15.8pp | 68.1%+29.8pp |
| Annual return | 19.43% | 27.59%-8.2pp | 66.58%-47.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $7,525 | $3,444+118.5% | $4,554+65.2% | $2,551+195.0% |
| Participant deferral / active EE | $9,869 | $6,519+51.4% | $7,897+25.0% | $4,139+138.4% |
| Admin fee / account holder | $2,447 | $8,390-70.8% | $13,129-81.4% | $7,234-66.2% |