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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 | $125,351 | $60,349+107.7% | $74,184+69.0% | $62,881+99.3% |
| Participation rate | 93.1% | 72.7%+20.4pp | 76.6%+16.5pp | 69.3%+23.8pp |
| Annual return | 12.05% | 21.38%-9.3pp | 17.74%-5.7pp | 20.14%-8.1pp |
| Employer contribution / active EE | $5,107 | $1,680+204.0% | $2,370+115.5% | $2,281+123.9% |
| Participant deferral / active EE | $2,357 | $2,856-17.5% | $3,550-33.6% | $3,203-26.4% |
| Admin fee / account holder | $1,249 | $4,261-70.7% | $5,586-77.6% | $4,296-70.9% |