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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 | $141,233 | $60,349+134.0% | $74,184+90.4% | $62,881+124.6% |
| Participation rate | 89.1% | 72.7%+16.4pp | 76.6%+12.5pp | 69.3%+19.8pp |
| Annual return | 7.04% | 21.38%-14.3pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,464 | $1,680+46.6% | $2,370+4.0% | $2,281+8.0% |
| Participant deferral / active EE | $5,634 | $2,856+97.3% | $3,550+58.7% | $3,203+75.9% |
| Admin fee / account holder | $13,849 | $4,261+225.0% | $5,586+147.9% | $4,296+222.4% |