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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 | $130,915 | $86,940+50.6% | $102,434+27.8% | $80,935+61.8% |
| Participation rate | 96.4% | 72.4%+24.0pp | 76.5%+19.9pp | 67.7%+28.8pp |
| Annual return | 11.97% | 18.89%-6.9pp | 29.46%-17.5pp | 35.66%-23.7pp |
| Employer contribution / active EE | $3,849 | $2,370+62.4% | $3,023+27.3% | $2,757+39.6% |
| Participant deferral / active EE | $8,211 | $4,121+99.3% | $5,055+62.4% | $4,299+91.0% |
| Admin fee / account holder | $2,152 | $8,047-73.3% | $9,462-77.3% | $6,924-68.9% |