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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 | $128,712 | $135,956-5.3% | $123,894+3.9% | $273,972-53.0% |
| Participation rate | 95.0% | 84.1%+10.9pp | 81.4%+13.6pp | 83.0%+12.0pp |
| Annual return | 9.32% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $8,413 | $5,170+62.7% | $4,617+82.2% | $4,869+72.8% |
| Participant deferral / active EE | $2,201 | $6,343-65.3% | $5,984-63.2% | $5,287-58.4% |
| Admin fee / account holder | $15,491 | $9,817+57.8% | $8,357+85.4% | $10,133+52.9% |