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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 | $122,245 | $60,349+102.6% | $74,184+64.8% | $62,881+94.4% |
| Participation rate | 95.3% | 72.7%+22.6pp | 76.6%+18.7pp | 69.3%+26.0pp |
| Annual return | 8.10% | 21.38%-13.3pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $4,380 | $1,680+160.7% | $2,370+84.8% | $2,281+92.0% |
| Participant deferral / active EE | $4,699 | $2,856+64.5% | $3,550+32.4% | $3,203+46.7% |
| Admin fee / account holder | $2,011 | $4,261-52.8% | $5,586-64.0% | $4,296-53.2% |