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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 | $136,813 | $39,132+249.6% | $57,196+139.2% | $62,881+117.6% |
| Participation rate | 91.8% | 70.5%+21.3pp | 75.3%+16.4pp | 69.3%+22.4pp |
| Annual return | 6.14% | 9.24%-3.1pp | 14.59%-8.5pp | 20.14%-14.0pp |
| Employer contribution / active EE | $3,827 | $1,874+104.2% | $2,683+42.7% | $2,281+67.8% |
| Participant deferral / active EE | $5,269 | $2,374+121.9% | $3,096+70.2% | $3,203+64.5% |
| Admin fee / account holder | $3,222 | $2,594+24.2% | $3,141+2.6% | $4,296-25.0% |