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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 | $140,617 | $76,551+83.7% | $123,894+13.5% | $62,881+123.6% |
| Participation rate | 93.3% | 73.0%+20.4pp | 81.4%+11.9pp | 69.3%+24.0pp |
| Annual return | 11.95% | 18.68%-6.7pp | 47.52%-35.6pp | 20.14%-8.2pp |
| Employer contribution / active EE | $4,200 | $2,882+45.7% | $4,617-9.0% | $2,281+84.1% |
| Participant deferral / active EE | $5,827 | $4,840+20.4% | $5,984-2.6% | $3,203+81.9% |
| Admin fee / account holder | $6,060 | $4,826+25.6% | $8,357-27.5% | $4,296+41.1% |