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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 | $132,957 | $63,365+109.8% | $91,994+44.5% | $72,975+82.2% |
| Participation rate | 97.7% | 72.5%+25.2pp | 78.6%+19.0pp | 69.5%+28.2pp |
| Annual return | 24.68% | 35.35%-10.7pp | 69.04%-44.4pp | 81.01%-56.3pp |
| Employer contribution / active EE | $7,982 | $2,116+277.3% | $3,453+131.2% | $2,440+227.1% |
| Participant deferral / active EE | $5,234 | $4,883+7.2% | $5,924-11.7% | $3,608+45.1% |
| Admin fee / account holder | $3,484 | $4,670-25.4% | $7,744-55.0% | $5,124-32.0% |