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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 | $145,773 | $76,551+90.4% | $123,894+17.7% | $62,881+131.8% |
| Participation rate | 79.1% | 73.0%+6.1pp | 81.4%-2.3pp | 69.3%+9.8pp |
| Annual return | 7.51% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $6,420 | $2,882+122.7% | $4,617+39.1% | $2,281+181.5% |
| Participant deferral / active EE | $4,371 | $4,840-9.7% | $5,984-27.0% | $3,203+36.5% |
| Admin fee / account holder | $1,035 | $4,826-78.5% | $8,357-87.6% | $4,296-75.9% |