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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 | $151,500 | $60,349+151.0% | $74,184+104.2% | $62,881+140.9% |
| Participation rate | 97.9% | 72.7%+25.2pp | 76.6%+21.3pp | 69.3%+28.6pp |
| Annual return | 6.92% | 21.38%-14.5pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,678 | $1,680+118.9% | $2,370+55.2% | $2,281+61.3% |
| Participant deferral / active EE | $5,730 | $2,856+100.6% | $3,550+61.4% | $3,203+78.9% |
| Admin fee / account holder | $8,524 | $4,261+100.1% | $5,586+52.6% | $4,296+98.4% |