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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 | $144,840 | $76,551+89.2% | $123,894+16.9% | $62,881+130.3% |
| Participation rate | 86.4% | 73.0%+13.4pp | 81.4%+5.0pp | 69.3%+17.1pp |
| Annual return | 8.00% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $5,068 | $2,882+75.8% | $4,617+9.8% | $2,281+122.2% |
| Participant deferral / active EE | $6,994 | $4,840+44.5% | $5,984+16.9% | $3,203+118.4% |
| Admin fee / account holder | $5,923 | $4,826+22.7% | $8,357-29.1% | $4,296+37.9% |