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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 | $121,905 | $60,349+102.0% | $74,184+64.3% | $62,881+93.9% |
| Participation rate | 90.6% | 72.7%+17.8pp | 76.6%+13.9pp | 69.3%+21.3pp |
| Annual return | 9.07% | 21.38%-12.3pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,377 | $1,680-18.0% | $2,370-41.9% | $2,281-39.6% |
| Participant deferral / active EE | $7,791 | $2,856+172.8% | $3,550+119.5% | $3,203+143.3% |
| Admin fee / account holder | $4,366 | $4,261+2.5% | $5,586-21.8% | $4,296+1.6% |