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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 | $131,977 | $92,219+43.1% | $76,767+71.9% | $135,380-2.5% |
| Participation rate | 93.3% | 79.8%+13.6pp | 77.0%+16.4pp | 82.6%+10.7pp |
| Annual return | 10.06% | 5.46%+4.6pp | 2.43%+7.6pp | 519.81%-509.7pp |
| Employer contribution / active EE | $4,563 | $3,216+41.9% | $2,485+83.6% | $4,779-4.5% |
| Participant deferral / active EE | $3,214 | $4,508-28.7% | $3,852-16.6% | $5,609-42.7% |
| Admin fee / account holder | $2,541 | $10,749-76.4% | $6,675-61.9% | $10,828-76.5% |