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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 | $209,857 | $60,349+247.7% | $74,184+182.9% | $62,881+233.7% |
| Participation rate | 96.4% | 72.7%+23.7pp | 76.6%+19.8pp | 69.3%+27.1pp |
| Annual return | 8.34% | 21.38%-13.0pp | 17.74%-9.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,248 | $1,680-25.7% | $2,370-47.3% | $2,281-45.3% |
| Participant deferral / active EE | $7,575 | $2,856+165.2% | $3,550+113.4% | $3,203+136.5% |
| Admin fee / account holder | $3,047 | $4,261-28.5% | $5,586-45.5% | $4,296-29.1% |