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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 | $125,489 | $60,349+107.9% | $74,184+69.2% | $62,881+99.6% |
| Participation rate | 93.5% | 72.7%+20.8pp | 76.6%+16.9pp | 69.3%+24.2pp |
| Annual return | 7.43% | 21.38%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,668 | $1,680+58.8% | $2,370+12.6% | $2,281+17.0% |
| Participant deferral / active EE | $7,840 | $2,856+174.5% | $3,550+120.9% | $3,203+144.8% |
| Admin fee / account holder | $9,171 | $4,261+115.2% | $5,586+64.2% | $4,296+113.5% |