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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 | $125,760 | $60,349+108.4% | $74,184+69.5% | $62,881+100.0% |
| Participation rate | 96.3% | 72.7%+23.6pp | 76.6%+19.7pp | 69.3%+27.0pp |
| Annual return | 8.05% | 21.38%-13.3pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,067 | $1,680+23.0% | $2,370-12.8% | $2,281-9.4% |
| Participant deferral / active EE | $4,084 | $2,856+43.0% | $3,550+15.0% | $3,203+27.5% |
| Admin fee / account holder | $3,168 | $4,261-25.6% | $5,586-43.3% | $4,296-26.2% |