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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 | $114,553 | $71,873+59.4% | $86,698+32.1% | $68,490+67.3% |
| Participation rate | 94.2% | 72.2%+21.9pp | 76.6%+17.6pp | 67.9%+26.3pp |
| Annual return | 5.96% | 3.54%+2.4pp | 35.96%-30.0pp | -7.85%+13.8pp |
| Employer contribution / active EE | $7,521 | $2,173+246.1% | $2,837+165.1% | $2,597+189.6% |
| Participant deferral / active EE | $4,680 | $3,779+23.8% | $4,656+0.5% | $4,028+16.2% |
| Admin fee / account holder | $4,696 | $6,110-23.1% | $7,492-37.3% | $5,403-13.1% |