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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 | $123,429 | $56,287+119.3% | $80,977+52.4% | $62,881+96.3% |
| Participation rate | 93.5% | 68.9%+24.6pp | 75.8%+17.7pp | 69.3%+24.2pp |
| Annual return | 7.47% | 22.13%-14.7pp | 17.11%-9.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $11,234 | $1,943+478.2% | $3,715+202.4% | $2,281+392.5% |
| Participant deferral / active EE | $4,409 | $4,196+5.1% | $5,696-22.6% | $3,203+37.7% |
| Admin fee / account holder | $1,480 | $3,742-60.5% | $5,517-73.2% | $4,296-65.6% |