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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 | $137,088 | $76,551+79.1% | $123,894+10.6% | $62,881+118.0% |
| Participation rate | 90.5% | 73.0%+17.6pp | 81.4%+9.1pp | 69.3%+21.2pp |
| Annual return | 5.90% | 18.68%-12.8pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $3,941 | $2,882+36.7% | $4,617-14.6% | $2,281+72.8% |
| Participant deferral / active EE | $5,911 | $4,840+22.1% | $5,984-1.2% | $3,203+84.5% |
| Admin fee / account holder | $8,944 | $4,826+85.3% | $8,357+7.0% | $4,296+108.2% |