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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 | $158,558 | $76,551+107.1% | $123,894+28.0% | $62,881+152.2% |
| Participation rate | 96.4% | 73.0%+23.4pp | 81.4%+15.0pp | 69.3%+27.1pp |
| Annual return | 10.16% | 18.68%-8.5pp | 47.52%-37.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $2,411 | $2,882-16.4% | $4,617-47.8% | $2,281+5.7% |
| Participant deferral / active EE | $4,670 | $4,840-3.5% | $5,984-22.0% | $3,203+45.8% |
| Admin fee / account holder | $2,332 | $4,826-51.7% | $8,357-72.1% | $4,296-45.7% |