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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 | $140,962 | $86,922+62.2% | $102,438+37.6% | $80,874+74.3% |
| Participation rate | 97.9% | 72.4%+25.5pp | 76.5%+21.4pp | 67.6%+30.3pp |
| Annual return | 20.57% | 18.90%+1.7pp | 29.37%-8.8pp | 35.62%-15.0pp |
| Employer contribution / active EE | $6,168 | $2,369+160.3% | $3,024+104.0% | $2,756+123.8% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,556 | $8,050-55.8% | $9,448-62.4% | $6,935-48.7% |