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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 | $81,358+58.4% | $155,556-17.1% | $80,959+59.2% |
| Participation rate | 92.6% | 66.3%+26.4pp | 78.2%+14.4pp | 67.7%+25.0pp |
| Annual return | 14.60% | 33.39%-18.8pp | 64.84%-50.2pp | 35.67%-21.1pp |
| Employer contribution / active EE | $5,675 | $3,106+82.7% | $4,675+21.4% | $2,757+105.8% |
| Participant deferral / active EE | $6,865 | $3,455+98.7% | $5,631+21.9% | $4,300+59.6% |
| Admin fee / account holder | $5,374 | $7,994-32.8% | $15,885-66.2% | $6,925-22.4% |