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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 | $140,171 | $60,349+132.3% | $74,184+89.0% | $62,881+122.9% |
| Participation rate | 96.4% | 72.7%+23.7pp | 76.6%+19.8pp | 69.3%+27.1pp |
| Annual return | 5.25% | 21.38%-16.1pp | 17.74%-12.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $4,443 | $1,680+164.4% | $2,370+87.5% | $2,281+94.8% |
| Participant deferral / active EE | $3,189 | $2,856+11.6% | $3,550-10.2% | $3,203-0.4% |
| Admin fee / account holder | $13,244 | $4,261+210.8% | $5,586+137.1% | $4,296+208.3% |