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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 | $111,486 | $60,349+84.7% | $74,184+50.3% | $62,881+77.3% |
| Participation rate | 98.9% | 72.7%+26.2pp | 76.6%+22.3pp | 69.3%+29.6pp |
| Annual return | 5.45% | 21.38%-15.9pp | 17.74%-12.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,253 | $1,680-25.5% | $2,370-47.1% | $2,281-45.1% |
| Participant deferral / active EE | $3,028 | $2,856+6.0% | $3,550-14.7% | $3,203-5.5% |
| Admin fee / account holder | $8,515 | $4,261+99.9% | $5,586+52.4% | $4,296+98.2% |