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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 | $113,713 | $76,551+48.5% | $123,894-8.2% | $62,881+80.8% |
| Participation rate | 96.8% | 73.0%+23.8pp | 81.4%+15.4pp | 69.3%+27.5pp |
| Annual return | 10.23% | 18.68%-8.4pp | 47.52%-37.3pp | 20.14%-9.9pp |
| Employer contribution / active EE | $4,200 | $2,882+45.7% | $4,617-9.0% | $2,281+84.1% |
| Participant deferral / active EE | $5,957 | $4,840+23.1% | $5,984-0.5% | $3,203+86.0% |
| Admin fee / account holder | $955 | $4,826-80.2% | $8,357-88.6% | $4,296-77.8% |