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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 | $86,880 | $76,551+13.5% | $123,894-29.9% | $62,881+38.2% |
| Participation rate | 98.6% | 73.0%+25.6pp | 81.4%+17.2pp | 69.3%+29.3pp |
| Annual return | 10.14% | 18.68%-8.5pp | 47.52%-37.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $5,009 | $2,882+73.8% | $4,617+8.5% | $2,281+119.6% |
| Participant deferral / active EE | $11,644 | $4,840+140.6% | $5,984+94.6% | $3,203+263.5% |
| Admin fee / account holder | $4,666 | $4,826-3.3% | $8,357-44.2% | $4,296+8.6% |