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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 | $130,221 | $76,551+70.1% | $123,894+5.1% | $62,881+107.1% |
| Participation rate | 95.1% | 73.0%+22.1pp | 81.4%+13.7pp | 69.3%+25.8pp |
| Annual return | 10.38% | 18.68%-8.3pp | 47.52%-37.1pp | 20.14%-9.8pp |
| Employer contribution / active EE | $8,315 | $2,882+188.5% | $4,617+80.1% | $2,281+264.5% |
| Participant deferral / active EE | $7,685 | $4,840+58.8% | $5,984+28.4% | $3,203+139.9% |
| Admin fee / account holder | $1,852 | $4,826-61.6% | $8,357-77.8% | $4,296-56.9% |