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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 | $128,170 | $60,349+112.4% | $74,184+72.8% | $62,881+103.8% |
| Participation rate | 93.0% | 72.7%+20.3pp | 76.6%+16.4pp | 69.3%+23.7pp |
| Annual return | 4.85% | 21.38%-16.5pp | 17.74%-12.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $3,603 | $1,680+114.5% | $2,370+52.0% | $2,281+58.0% |
| Participant deferral / active EE | $3,920 | $2,856+37.2% | $3,550+10.4% | $3,203+22.4% |
| Admin fee / account holder | $5,630 | $4,261+32.1% | $5,586+0.8% | $4,296+31.1% |