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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 | $154,720 | $76,551+102.1% | $123,894+24.9% | $62,881+146.1% |
| Participation rate | 96.2% | 73.0%+23.2pp | 81.4%+14.7pp | 69.3%+26.8pp |
| Annual return | 7.12% | 18.68%-11.6pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $4,363 | $2,882+51.4% | $4,617-5.5% | $2,281+91.3% |
| Participant deferral / active EE | $8,333 | $4,840+72.2% | $5,984+39.2% | $3,203+160.2% |
| Admin fee / account holder | $5,755 | $4,826+19.2% | $8,357-31.1% | $4,296+34.0% |