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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 | $157,906 | $60,349+161.7% | $74,184+112.9% | $62,881+151.1% |
| Participation rate | 97.9% | 72.7%+25.2pp | 76.6%+21.3pp | 69.3%+28.6pp |
| Annual return | 5.70% | 21.38%-15.7pp | 17.74%-12.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,697 | $1,680+60.5% | $2,370+13.8% | $2,281+18.3% |
| Participant deferral / active EE | $4,823 | $2,856+68.9% | $3,550+35.9% | $3,203+50.6% |
| Admin fee / account holder | $5,825 | $4,261+36.7% | $5,586+4.3% | $4,296+35.6% |