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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 | $86,922+50.6% | $102,438+27.8% | $80,874+61.9% |
| Participation rate | 96.4% | 72.4%+24.0pp | 76.5%+19.9pp | 67.6%+28.8pp |
| Annual return | 11.97% | 18.90%-6.9pp | 29.37%-17.4pp | 35.62%-23.6pp |
| Employer contribution / active EE | $3,849 | $2,369+62.4% | $3,024+27.3% | $2,756+39.7% |
| Participant deferral / active EE | $8,211 | $4,119+99.4% | $5,054+62.5% | $4,297+91.1% |
| Admin fee / account holder | $2,152 | $8,050-73.3% | $9,448-77.2% | $6,935-69.0% |