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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 | $113,186 | $76,551+47.9% | $123,894-8.6% | $62,881+80.0% |
| Participation rate | 98.3% | 73.0%+25.4pp | 81.4%+16.9pp | 69.3%+29.0pp |
| Annual return | 8.41% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $4,609 | $2,882+59.9% | $4,617-0.2% | $2,281+102.1% |
| Participant deferral / active EE | $6,769 | $4,840+39.9% | $5,984+13.1% | $3,203+111.3% |
| Admin fee / account holder | $5,429 | $4,826+12.5% | $8,357-35.0% | $4,296+26.4% |