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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 | $130,012 | $64,920+100.3% | $103,693+25.4% | $86,983+49.5% |
| Participation rate | 94.8% | 63.6%+31.2pp | 72.6%+22.2pp | 69.5%+25.3pp |
| Annual return | 19.00% | 30.29%-11.3pp | 47.61%-28.6pp | 25.83%-6.8pp |
| Employer contribution / active EE | $7,430 | $2,141+247.0% | $2,920+154.4% | $2,584+187.5% |
| Participant deferral / active EE | $3,743 | $3,241+15.5% | $4,579-18.3% | $4,194-10.7% |
| Admin fee / account holder | $6,527 | $6,191+5.4% | $7,858-16.9% | $7,856-16.9% |