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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 | $138,279 | $81,504+69.7% | $102,437+35.0% | $80,959+70.8% |
| Participation rate | 97.5% | 66.9%+30.6pp | 74.5%+23.0pp | 67.7%+29.8pp |
| Annual return | 10.67% | 25.60%-14.9pp | 24.95%-14.3pp | 35.67%-25.0pp |
| Employer contribution / active EE | $4,697 | $3,104+51.3% | $3,871+21.3% | $2,757+70.3% |
| Participant deferral / active EE | $7,063 | $3,871+82.5% | $5,060+39.6% | $4,300+64.2% |
| Admin fee / account holder | $1,301 | $6,719-80.6% | $8,388-84.5% | $6,925-81.2% |