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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 | $113,541 | $76,551+48.3% | $123,894-8.4% | $62,881+80.6% |
| Participation rate | 96.2% | 73.0%+23.2pp | 81.4%+14.7pp | 69.3%+26.8pp |
| Annual return | 7.06% | 18.68%-11.6pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $8,076 | $2,882+180.2% | $4,617+74.9% | $2,281+254.1% |
| Participant deferral / active EE | $6,769 | $4,840+39.9% | $5,984+13.1% | $3,203+111.3% |
| Admin fee / account holder | $4,987 | $4,826+3.3% | $8,357-40.3% | $4,296+16.1% |