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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 | $106,864+26.3% | $147,318-8.4% | $82,637+63.3% |
| Participation rate | 97.9% | 75.5%+22.4pp | 82.1%+15.9pp | 68.1%+29.9pp |
| Annual return | 19.43% | 27.49%-8.1pp | 70.43%-51.0pp | 53.51%-34.1pp |
| Employer contribution / active EE | $7,525 | $3,417+120.2% | $4,593+63.8% | $2,552+194.8% |
| Participant deferral / active EE | $9,869 | $6,496+51.9% | $7,906+24.8% | $4,126+139.2% |
| Admin fee / account holder | $2,447 | $8,415-70.9% | $13,708-82.1% | $7,339-66.7% |