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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 | $111,669 | $74,535+49.8% | $100,712+10.9% | $82,637+35.1% |
| Participation rate | 85.7% | 61.2%+24.5pp | 69.3%+16.4pp | 68.1%+17.7pp |
| Annual return | 12.99% | 18.92%-5.9pp | 33.27%-20.3pp | 53.51%-40.5pp |
| Employer contribution / active EE | $4,129 | $1,503+174.8% | $2,313+78.6% | $2,552+61.8% |
| Participant deferral / active EE | $8,356 | $3,074+171.9% | $4,085+104.6% | $4,126+102.5% |
| Admin fee / account holder | $8,359 | $6,576+27.1% | $9,256-9.7% | $7,339+13.9% |