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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 | $76,834+69.4% | $108,359+20.1% | $87,485+48.8% |
| Participation rate | 91.7% | 61.7%+29.9pp | 70.1%+21.5pp | 68.9%+22.7pp |
| Annual return | 14.36% | 19.09%-4.7pp | 36.89%-22.5pp | 26.06%-11.7pp |
| Employer contribution / active EE | $3,653 | $1,556+134.7% | $2,399+52.3% | $2,596+40.7% |
| Participant deferral / active EE | $7,946 | $3,100+156.3% | $4,137+92.1% | $4,274+85.9% |
| Admin fee / account holder | $3,699 | $6,537-43.4% | $9,741-62.0% | $7,775-52.4% |