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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 | $98,788 | $60,349+63.7% | $74,184+33.2% | $62,881+57.1% |
| Participation rate | 97.1% | 72.7%+24.3pp | 76.6%+20.4pp | 69.3%+27.8pp |
| Annual return | 6.12% | 21.38%-15.3pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,909 | $1,680+73.1% | $2,370+22.7% | $2,281+27.5% |
| Participant deferral / active EE | $4,806 | $2,856+68.3% | $3,550+35.4% | $3,203+50.0% |
| Admin fee / account holder | $26,993 | $4,261+533.5% | $5,586+383.3% | $4,296+528.4% |