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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 | $135,184 | $76,551+76.6% | $123,894+9.1% | $62,881+115.0% |
| Participation rate | 94.3% | 73.0%+21.3pp | 81.4%+12.9pp | 69.3%+25.0pp |
| Annual return | 7.68% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.5pp |
| Employer contribution / active EE | $4,018 | $2,882+39.4% | $4,617-13.0% | $2,281+76.2% |
| Participant deferral / active EE | $6,220 | $4,840+28.5% | $5,984+3.9% | $3,203+94.2% |
| Admin fee / account holder | $4,569 | $4,826-5.3% | $8,357-45.3% | $4,296+6.4% |