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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 | $63,845+117.2% | $81,370+70.4% | $80,959+71.3% |
| Participation rate | 81.7% | 63.9%+17.8pp | 69.5%+12.1pp | 67.7%+14.0pp |
| Annual return | 14.36% | 16.37%-2.0pp | 24.85%-10.5pp | 35.67%-21.3pp |
| Employer contribution / active EE | $9,194 | $1,980+364.4% | $2,464+273.1% | $2,757+233.5% |
| Participant deferral / active EE | $8,104 | $3,093+162.0% | $3,885+108.6% | $4,300+88.4% |
| Admin fee / account holder | $1,199 | $5,688-78.9% | $5,749-79.1% | $6,925-82.7% |