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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 | $141,661 | $76,551+85.1% | $123,894+14.3% | $62,881+125.3% |
| Participation rate | 98.9% | 73.0%+25.9pp | 81.4%+17.5pp | 69.3%+29.6pp |
| Annual return | 8.45% | 18.68%-10.2pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $6,027 | $2,882+109.1% | $4,617+30.6% | $2,281+164.3% |
| Participant deferral / active EE | $8,986 | $4,840+85.7% | $5,984+50.2% | $3,203+180.5% |
| Admin fee / account holder | $4,449 | $4,826-7.8% | $8,357-46.8% | $4,296+3.6% |