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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 | $76,834+70.1% | $108,359+20.6% | $87,485+49.4% |
| Participation rate | 96.6% | 61.7%+34.8pp | 70.1%+26.4pp | 68.9%+27.6pp |
| Annual return | 16.50% | 19.09%-2.6pp | 36.89%-20.4pp | 26.06%-9.6pp |
| Employer contribution / active EE | $8,979 | $1,556+476.9% | $2,399+274.2% | $2,596+245.9% |
| Participant deferral / active EE | $5,353 | $3,100+72.7% | $4,137+29.4% | $4,274+25.3% |
| Admin fee / account holder | $7,480 | $6,537+14.4% | $9,741-23.2% | $7,775-3.8% |