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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 | $126,633 | $76,551+65.4% | $123,894+2.2% | $62,881+101.4% |
| Participation rate | 90.0% | 73.0%+17.0pp | 81.4%+8.6pp | 69.3%+20.7pp |
| Annual return | 7.27% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,718 | $2,882+29.0% | $4,617-19.5% | $2,281+63.0% |
| Participant deferral / active EE | $5,307 | $4,840+9.7% | $5,984-11.3% | $3,203+65.7% |
| Admin fee / account holder | $9,503 | $4,826+96.9% | $8,357+13.7% | $4,296+121.2% |