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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 | $128,375 | $76,834+67.1% | $108,359+18.5% | $87,485+46.7% |
| Participation rate | 95.7% | 61.7%+33.9pp | 70.1%+25.5pp | 68.9%+26.7pp |
| Annual return | 15.41% | 19.09%-3.7pp | 36.89%-21.5pp | 26.06%-10.7pp |
| Employer contribution / active EE | $2,122 | $1,556+36.4% | $2,399-11.5% | $2,596-18.2% |
| Participant deferral / active EE | $6,734 | $3,100+117.2% | $4,137+62.8% | $4,274+57.6% |
| Admin fee / account holder | $2,102 | $6,537-67.9% | $9,741-78.4% | $7,775-73.0% |