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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 | $241,164 | $56,894+323.9% | $84,753+184.6% | $62,881+283.5% |
| Participation rate | 95.3% | 68.5%+26.8pp | 76.6%+18.8pp | 69.3%+26.0pp |
| Annual return | 6.98% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $6,529 | $2,400+172.0% | $3,574+82.6% | $2,281+186.2% |
| Participant deferral / active EE | $10,953 | $2,709+304.3% | $3,712+195.1% | $3,203+242.0% |
| Admin fee / account holder | $629 | $3,581-82.4% | $5,333-88.2% | $4,296-85.3% |