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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 | $138,691 | $63,773+117.5% | $81,286+70.6% | $80,925+71.4% |
| Participation rate | 81.7% | 63.9%+17.8pp | 69.5%+12.1pp | 67.7%+14.0pp |
| Annual return | 14.36% | 16.37%-2.0pp | 24.80%-10.4pp | 35.65%-21.3pp |
| Employer contribution / active EE | $9,194 | $1,979+364.5% | $2,463+273.3% | $2,756+233.6% |
| Participant deferral / active EE | $8,104 | $3,093+162.0% | $3,883+108.7% | $4,299+88.5% |
| Admin fee / account holder | $1,199 | $5,682-78.9% | $5,764-79.2% | $6,940-82.7% |