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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 | $114,803 | $123,793-7.3% | $177,848-35.4% | $79,856+43.8% |
| Participation rate | 91.2% | 84.7%+6.6pp | 87.7%+3.5pp | 69.6%+21.6pp |
| Annual return | 23.06% | 22.82%+0.2pp | 48.33%-25.3pp | 31.71%-8.7pp |
| Employer contribution / active EE | $7,352 | $4,095+79.5% | $5,919+24.2% | $2,471+197.5% |
| Participant deferral / active EE | $16,424 | $5,956+175.7% | $7,714+112.9% | $3,741+339.1% |
| Admin fee / account holder | $764 | $7,243-89.5% | $12,431-93.9% | $5,306-85.6% |