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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 | $132,714 | $57,969+128.9% | $76,383+73.7% | $80,959+63.9% |
| Participation rate | 96.2% | 73.7%+22.4pp | 79.3%+16.9pp | 67.7%+28.5pp |
| Annual return | 17.31% | 15.90%+1.4pp | 13.79%+3.5pp | 35.67%-18.4pp |
| Employer contribution / active EE | $4,791 | $3,570+34.2% | $4,587+4.4% | $2,757+73.8% |
| Participant deferral / active EE | $13,071 | $3,814+242.7% | $5,474+138.8% | $4,300+204.0% |
| Admin fee / account holder | $3,089 | $5,670-45.5% | $5,147-40.0% | $6,925-55.4% |