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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 | $116,069 | $56,894+104.0% | $84,753+37.0% | $62,881+84.6% |
| Participation rate | 91.5% | 68.5%+23.0pp | 76.6%+14.9pp | 69.3%+22.2pp |
| Annual return | 6.95% | 6.30%+0.6pp | 22.78%-15.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $10,416 | $2,400+334.1% | $3,574+191.4% | $2,281+356.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,893 | $3,581-47.1% | $5,333-64.5% | $4,296-55.9% |