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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 | $135,449 | $76,551+76.9% | $123,894+9.3% | $62,881+115.4% |
| Participation rate | 84.8% | 73.0%+11.9pp | 81.4%+3.4pp | 69.3%+15.5pp |
| Annual return | 8.24% | 18.68%-10.4pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,993 | $2,882+3.8% | $4,617-35.2% | $2,281+31.2% |
| Participant deferral / active EE | $8,931 | $4,840+84.5% | $5,984+49.2% | $3,203+178.8% |
| Admin fee / account holder | $12,513 | $4,826+159.3% | $8,357+49.7% | $4,296+191.3% |