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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 | $115,052 | $39,132+194.0% | $57,196+101.2% | $62,881+83.0% |
| Participation rate | 87.7% | 70.5%+17.2pp | 75.3%+12.3pp | 69.3%+18.4pp |
| Annual return | 5.55% | 9.24%-3.7pp | 14.59%-9.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $3,474 | $1,874+85.4% | $2,683+29.5% | $2,281+52.3% |
| Participant deferral / active EE | $4,307 | $2,374+81.4% | $3,096+39.1% | $3,203+34.5% |
| Admin fee / account holder | $11,281 | $2,594+334.9% | $3,141+259.2% | $4,296+162.6% |