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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 | $119,155 | $53,774+121.6% | $134,162-11.2% | $79,856+49.2% |
| Participation rate | 96.2% | 58.8%+37.5pp | 72.2%+24.0pp | 69.6%+26.6pp |
| Annual return | 12.74% | 19.01%-6.3pp | 36.35%-23.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,907 | $1,322+44.3% | $3,705-48.5% | $2,471-22.8% |
| Participant deferral / active EE | $3,486 | $2,420+44.1% | $3,500-0.4% | $3,741-6.8% |
| Admin fee / account holder | $7,357 | $3,985+84.6% | $6,685+10.0% | $5,306+38.6% |