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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 | $125,405 | $46,877+167.5% | $122,354+2.5% | $70,126+78.8% |
| Participation rate | 88.9% | 58.2%+30.7pp | 71.6%+17.2pp | 69.5%+19.3pp |
| Annual return | 15.06% | 24.22%-9.2pp | 30.28%-15.2pp | 73.15%-58.1pp |
| Employer contribution / active EE | $4,898 | $1,288+280.2% | $4,051+20.9% | $2,343+109.1% |
| Participant deferral / active EE | $8,175 | $2,167+277.2% | $3,287+148.7% | $3,332+145.4% |
| Admin fee / account holder | $5,470 | $3,324+64.6% | $5,479-0.2% | $4,645+17.7% |