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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 | $164,506 | $60,349+172.6% | $74,184+121.8% | $62,881+161.6% |
| Participation rate | 96.2% | 72.7%+23.4pp | 76.6%+19.5pp | 69.3%+26.8pp |
| Annual return | 6.99% | 21.38%-14.4pp | 17.74%-10.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,924 | $1,680+14.5% | $2,370-18.8% | $2,281-15.7% |
| Participant deferral / active EE | $4,766 | $2,856+66.8% | $3,550+34.3% | $3,203+48.8% |
| Admin fee / account holder | $5,372 | $4,261+26.1% | $5,586-3.8% | $4,296+25.1% |