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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 | $135,758 | $76,551+77.3% | $123,894+9.6% | $62,881+115.9% |
| Participation rate | 96.4% | 73.0%+23.4pp | 81.4%+15.0pp | 69.3%+27.1pp |
| Annual return | 8.13% | 18.68%-10.5pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $4,325 | $2,882+50.0% | $4,617-6.3% | $2,281+89.6% |
| Participant deferral / active EE | $5,030 | $4,840+3.9% | $5,984-15.9% | $3,203+57.0% |
| Admin fee / account holder | $4,600 | $4,826-4.7% | $8,357-45.0% | $4,296+7.1% |