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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 | $136,113 | $60,349+125.5% | $74,184+83.5% | $62,881+116.5% |
| Participation rate | 86.5% | 72.7%+13.8pp | 76.6%+9.9pp | 69.3%+17.2pp |
| Annual return | 8.36% | 21.38%-13.0pp | 17.74%-9.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,828 | $1,680+68.3% | $2,370+19.3% | $2,281+24.0% |
| Participant deferral / active EE | $5,189 | $2,856+81.7% | $3,550+46.2% | $3,203+62.0% |
| Admin fee / account holder | $2,637 | $4,261-38.1% | $5,586-52.8% | $4,296-38.6% |