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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 | $127,687 | $77,574+64.6% | $108,753+17.4% | $86,983+46.8% |
| Participation rate | 90.0% | 62.3%+27.7pp | 71.1%+18.9pp | 69.5%+20.5pp |
| Annual return | 18.88% | 18.42%+0.5pp | 37.47%-18.6pp | 25.83%-7.0pp |
| Employer contribution / active EE | $2,999 | $1,611+86.2% | $2,427+23.6% | $2,584+16.0% |
| Participant deferral / active EE | $6,288 | $3,128+101.0% | $4,115+52.8% | $4,194+49.9% |
| Admin fee / account holder | $2,504 | $6,529-61.6% | $10,320-75.7% | $7,856-68.1% |