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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 | $128,910 | $81,233+58.7% | $155,567-17.1% | $80,874+59.4% |
| Participation rate | 92.6% | 66.2%+26.4pp | 78.2%+14.5pp | 67.6%+25.0pp |
| Annual return | 14.60% | 33.33%-18.7pp | 64.74%-50.1pp | 35.62%-21.0pp |
| Employer contribution / active EE | $5,675 | $3,101+83.0% | $4,674+21.4% | $2,756+105.9% |
| Participant deferral / active EE | $6,865 | $3,452+98.9% | $5,628+22.0% | $4,297+59.8% |
| Admin fee / account holder | $5,374 | $7,998-32.8% | $15,916-66.2% | $6,935-22.5% |