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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 | $128,094 | $76,551+67.3% | $123,894+3.4% | $62,881+103.7% |
| Participation rate | 98.6% | 73.0%+25.6pp | 81.4%+17.2pp | 69.3%+29.3pp |
| Annual return | 7.54% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $6,007 | $2,882+108.4% | $4,617+30.1% | $2,281+163.3% |
| Participant deferral / active EE | $7,608 | $4,840+57.2% | $5,984+27.1% | $3,203+137.5% |
| Admin fee / account holder | $7,485 | $4,826+55.1% | $8,357-10.4% | $4,296+74.2% |