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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 | $134,233 | $106,749+25.7% | $145,433-7.7% | $82,448+62.8% |
| Participation rate | 94.6% | 75.6%+19.0pp | 82.1%+12.5pp | 68.1%+26.6pp |
| Annual return | 14.33% | 27.59%-13.3pp | 66.58%-52.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $6,579 | $3,444+91.0% | $4,554+44.4% | $2,551+157.9% |
| Participant deferral / active EE | $9,320 | $6,519+43.0% | $7,897+18.0% | $4,139+125.2% |
| Admin fee / account holder | $7,564 | $8,390-9.8% | $13,129-42.4% | $7,234+4.6% |