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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 | $133,167 | $60,349+120.7% | $74,184+79.5% | $62,881+111.8% |
| Participation rate | 97.7% | 72.7%+24.9pp | 76.6%+21.1pp | 69.3%+28.4pp |
| Annual return | 8.83% | 21.38%-12.5pp | 17.74%-8.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $5,063 | $1,680+201.3% | $2,370+113.6% | $2,281+122.0% |
| Participant deferral / active EE | $5,444 | $2,856+90.6% | $3,550+53.4% | $3,203+70.0% |
| Admin fee / account holder | $4,794 | $4,261+12.5% | $5,586-14.2% | $4,296+11.6% |