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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 | $154,396 | $41,377+273.1% | $109,313+41.2% | $62,881+145.5% |
| Participation rate | 96.6% | 57.5%+39.0pp | 71.3%+25.3pp | 69.3%+27.2pp |
| Annual return | 6.68% | 11.05%-4.4pp | 22.07%-15.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $4,804 | $1,276+276.5% | $3,892+23.4% | $2,281+110.6% |
| Participant deferral / active EE | $7,307 | $2,045+257.3% | $3,166+130.8% | $3,203+128.1% |
| Admin fee / account holder | $3,756 | $2,884+30.2% | $5,666-33.7% | $4,296-12.6% |