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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 | $143,055 | $60,349+137.0% | $74,184+92.8% | $62,881+127.5% |
| Participation rate | 95.4% | 72.7%+22.7pp | 76.6%+18.8pp | 69.3%+26.1pp |
| Annual return | 6.84% | 21.38%-14.5pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,832 | $1,680+68.6% | $2,370+19.5% | $2,281+24.2% |
| Participant deferral / active EE | $6,266 | $2,856+119.4% | $3,550+76.5% | $3,203+95.6% |
| Admin fee / account holder | $4,102 | $4,261-3.7% | $5,586-26.6% | $4,296-4.5% |