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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 | $134,534 | $56,894+136.5% | $84,753+58.7% | $62,881+114.0% |
| Participation rate | 97.6% | 68.5%+29.0pp | 76.6%+21.0pp | 69.3%+28.3pp |
| Annual return | 6.73% | 6.30%+0.4pp | 22.78%-16.1pp | 20.14%-13.4pp |
| Employer contribution / active EE | $9,810 | $2,400+308.8% | $3,574+174.4% | $2,281+330.1% |
| Participant deferral / active EE | $5,869 | $2,709+116.7% | $3,712+58.1% | $3,203+83.3% |
| Admin fee / account holder | $1,978 | $3,581-44.8% | $5,333-62.9% | $4,296-54.0% |