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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 | $73,787+76.4% | $98,716+31.9% | $82,448+57.9% |
| Participation rate | 91.7% | 61.4%+30.3pp | 69.3%+22.4pp | 68.1%+23.6pp |
| Annual return | 14.36% | 18.57%-4.2pp | 31.81%-17.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $3,653 | $1,511+141.8% | $2,279+60.3% | $2,551+43.2% |
| Participant deferral / active EE | $7,946 | $3,081+157.9% | $4,048+96.3% | $4,139+92.0% |
| Admin fee / account holder | $3,699 | $6,500-43.1% | $8,703-57.5% | $7,234-48.9% |