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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 | $114,265 | $69,518+64.4% | $59,887+90.8% | $135,379-15.6% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.7%+20.0pp | 82.6%+12.1pp |
| Annual return | 7.43% | 7.95%-0.5pp | 3.46%+4.0pp | 519.79%-512.4pp |
| Employer contribution / active EE | $4,866 | $3,235+50.4% | $2,722+78.8% | $4,779+1.8% |
| Participant deferral / active EE | $4,322 | $4,204+2.8% | $3,402+27.0% | $5,609-22.9% |
| Admin fee / account holder | $5,950 | $5,734+3.8% | $3,591+65.7% | $10,828-45.1% |