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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 | $131,846 | $64,920+103.1% | $103,693+27.2% | $86,983+51.6% |
| Participation rate | 92.9% | 63.6%+29.3pp | 72.6%+20.2pp | 69.5%+23.3pp |
| Annual return | 12.84% | 30.29%-17.4pp | 47.61%-34.8pp | 25.83%-13.0pp |
| Employer contribution / active EE | $17,851 | $2,141+733.8% | $2,920+511.3% | $2,584+590.7% |
| Participant deferral / active EE | $6,932 | $3,241+113.9% | $4,579+51.4% | $4,194+65.3% |
| Admin fee / account holder | $7,056 | $6,191+14.0% | $7,858-10.2% | $7,856-10.2% |