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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 | $133,306 | $97,550+36.7% | $120,344+10.8% | $87,485+52.4% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.7%+21.1pp | 68.9%+28.8pp |
| Annual return | 12.08% | 18.41%-6.3pp | 20.30%-8.2pp | 26.06%-14.0pp |
| Employer contribution / active EE | $8,321 | $2,291+263.2% | $3,020+175.5% | $2,596+220.5% |
| Participant deferral / active EE | $4,295 | $4,230+1.6% | $5,135-16.4% | $4,274+0.5% |
| Admin fee / account holder | $4,670 | $9,543-51.1% | $12,742-63.3% | $7,775-39.9% |