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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 | $136,912 | $76,551+78.9% | $123,894+10.5% | $62,881+117.7% |
| Participation rate | 98.6% | 73.0%+25.6pp | 81.4%+17.2pp | 69.3%+29.3pp |
| Annual return | 7.26% | 18.68%-11.4pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,035 | $2,882-29.4% | $4,617-55.9% | $2,281-10.8% |
| Participant deferral / active EE | $10,375 | $4,840+114.4% | $5,984+73.4% | $3,203+223.9% |
| Admin fee / account holder | $4,255 | $4,826-11.8% | $8,357-49.1% | $4,296-0.9% |