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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 | $225,585 | $87,834+156.8% | $133,975+68.4% | $62,881+258.7% |
| Participation rate | 93.8% | 83.4%+10.4pp | 87.1%+6.7pp | 69.3%+24.4pp |
| Annual return | 5.74% | 12.05%-6.3pp | 29.29%-23.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $5,898 | $3,482+69.4% | $5,211+13.2% | $2,281+158.6% |
| Participant deferral / active EE | $7,804 | $4,812+62.2% | $6,282+24.2% | $3,203+143.7% |
| Admin fee / account holder | $4,569 | $5,372-14.9% | $9,324-51.0% | $4,296+6.4% |