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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 | $74,535+72.2% | $100,712+27.5% | $82,637+55.3% |
| Participation rate | 95.7% | 61.2%+34.5pp | 69.3%+26.4pp | 68.1%+27.6pp |
| Annual return | 15.41% | 18.92%-3.5pp | 33.27%-17.9pp | 53.51%-38.1pp |
| Employer contribution / active EE | $2,122 | $1,503+41.3% | $2,313-8.2% | $2,552-16.8% |
| Participant deferral / active EE | $6,734 | $3,074+119.1% | $4,085+64.8% | $4,126+63.2% |
| Admin fee / account holder | $2,102 | $6,576-68.0% | $9,256-77.3% | $7,339-71.4% |