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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 | $169,849 | $60,349+181.4% | $74,184+129.0% | $62,881+170.1% |
| Participation rate | 97.1% | 72.7%+24.3pp | 76.6%+20.4pp | 69.3%+27.8pp |
| Annual return | 8.49% | 21.38%-12.9pp | 17.74%-9.2pp | 20.14%-11.7pp |
| Employer contribution / active EE | $12,157 | $1,680+623.5% | $2,370+412.9% | $2,281+433.0% |
| Participant deferral / active EE | $3,091 | $2,856+8.2% | $3,550-12.9% | $3,203-3.5% |
| Admin fee / account holder | $5,283 | $4,261+24.0% | $5,586-5.4% | $4,296+23.0% |