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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 | $135,325 | $76,551+76.8% | $123,894+9.2% | $62,881+115.2% |
| Participation rate | 98.9% | 73.0%+25.9pp | 81.4%+17.5pp | 69.3%+29.6pp |
| Annual return | 7.40% | 18.68%-11.3pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $5,472 | $2,882+89.8% | $4,617+18.5% | $2,281+139.9% |
| Participant deferral / active EE | $7,852 | $4,840+62.2% | $5,984+31.2% | $3,203+145.1% |
| Admin fee / account holder | $5,633 | $4,826+16.7% | $8,357-32.6% | $4,296+31.1% |