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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 | $131,909 | $95,453+38.2% | $112,040+17.7% | $82,448+60.0% |
| Participation rate | 98.5% | 72.8%+25.7pp | 76.5%+22.0pp | 68.1%+30.4pp |
| Annual return | 18.68% | 23.92%-5.2pp | 24.52%-5.8pp | 41.64%-23.0pp |
| Employer contribution / active EE | $4,113 | $2,318+77.5% | $2,954+39.2% | $2,551+61.2% |
| Participant deferral / active EE | $10,741 | $4,224+154.3% | $5,098+110.7% | $4,139+159.5% |
| Admin fee / account holder | $6,994 | $9,013-22.4% | $12,098-42.2% | $7,234-3.3% |