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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 | $184,415 | $56,287+227.6% | $80,977+127.7% | $62,881+193.3% |
| Participation rate | 96.2% | 68.9%+27.2pp | 75.8%+20.3pp | 69.3%+26.8pp |
| Annual return | 6.14% | 22.13%-16.0pp | 17.11%-11.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $908 | $1,943-53.3% | $3,715-75.6% | $2,281-60.2% |
| Participant deferral / active EE | $6,287 | $4,196+49.8% | $5,696+10.4% | $3,203+96.3% |
| Admin fee / account holder | $25,114 | $3,742+571.2% | $5,517+355.2% | $4,296+484.6% |