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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 | $130,724 | $73,787+77.2% | $98,716+32.4% | $82,448+58.6% |
| Participation rate | 96.6% | 61.4%+35.1pp | 69.3%+27.3pp | 68.1%+28.5pp |
| Annual return | 16.50% | 18.57%-2.1pp | 31.81%-15.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $8,979 | $1,511+494.2% | $2,279+294.1% | $2,551+252.0% |
| Participant deferral / active EE | $5,353 | $3,081+73.7% | $4,048+32.2% | $4,139+29.3% |
| Admin fee / account holder | $7,480 | $6,500+15.1% | $8,703-14.0% | $7,234+3.4% |