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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 | $115,668 | $60,349+91.7% | $74,184+55.9% | $62,881+83.9% |
| Participation rate | 96.6% | 72.7%+23.8pp | 76.6%+19.9pp | 69.3%+27.2pp |
| Annual return | 5.13% | 21.38%-16.2pp | 17.74%-12.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $4,455 | $1,680+165.1% | $2,370+88.0% | $2,281+95.3% |
| Participant deferral / active EE | $3,181 | $2,856+11.4% | $3,550-10.4% | $3,203-0.7% |
| Admin fee / account holder | $3,995 | $4,261-6.2% | $5,586-28.5% | $4,296-7.0% |