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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 | $92,518 | $39,132+136.4% | $57,196+61.8% | $62,881+47.1% |
| Participation rate | 97.4% | 70.5%+26.9pp | 75.3%+22.0pp | 69.3%+28.1pp |
| Annual return | 5.69% | 9.24%-3.5pp | 14.59%-8.9pp | 20.14%-14.4pp |
| Employer contribution / active EE | $6,281 | $1,874+235.2% | $2,683+134.1% | $2,281+175.4% |
| Participant deferral / active EE | $1,450 | $2,374-38.9% | $3,096-53.2% | $3,203-54.7% |
| Admin fee / account holder | $1,025 | $2,594-60.5% | $3,141-67.4% | $4,296-76.1% |