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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 | $126,604 | $87,834+44.1% | $133,975-5.5% | $62,881+101.3% |
| Participation rate | 98.9% | 83.4%+15.5pp | 87.1%+11.8pp | 69.3%+29.6pp |
| Annual return | 9.11% | 12.05%-2.9pp | 29.29%-20.2pp | 20.14%-11.0pp |
| Employer contribution / active EE | $5,710 | $3,482+64.0% | $5,211+9.6% | $2,281+150.3% |
| Participant deferral / active EE | $3,752 | $4,812-22.0% | $6,282-40.3% | $3,203+17.1% |
| Admin fee / account holder | $2,920 | $5,372-45.6% | $9,324-68.7% | $4,296-32.0% |