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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 | $132,461 | $72,486+82.7% | $87,103+52.1% | $72,976+81.5% |
| Participation rate | 94.7% | 72.8%+21.9pp | 76.9%+17.9pp | 69.5%+25.2pp |
| Annual return | 19.86% | 24.46%-4.6pp | 28.19%-8.3pp | 81.02%-61.2pp |
| Employer contribution / active EE | $4,291 | $1,894+126.5% | $2,521+70.2% | $2,440+75.8% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,845 | $5,055-43.7% | $7,491-62.0% | $5,124-44.5% |