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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 | $130,182 | $83,898+55.2% | $133,346-2.4% | $94,015+38.5% |
| Participation rate | 91.7% | 63.4%+28.3pp | 72.8%+18.8pp | 70.8%+20.8pp |
| Annual return | 14.36% | 16.00%-1.6pp | 36.85%-22.5pp | 17.84%-3.5pp |
| Employer contribution / active EE | $3,653 | $1,821+100.7% | $2,853+28.0% | $2,790+30.9% |
| Participant deferral / active EE | $7,946 | $3,245+144.9% | $4,332+83.4% | $4,249+87.0% |
| Admin fee / account holder | $3,699 | $7,809-52.6% | $14,264-74.1% | $8,951-58.7% |