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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 | $107,420 | $56,894+88.8% | $84,751+26.7% | $62,891+70.8% |
| Participation rate | 90.4% | 68.5%+21.9pp | 76.6%+13.8pp | 69.3%+21.1pp |
| Annual return | 7.15% | 6.30%+0.8pp | 22.78%-15.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,253 | $2,400-6.1% | $3,574-37.0% | $2,281-1.2% |
| Participant deferral / active EE | $8,540 | $2,709+215.2% | $3,712+130.1% | $3,203+166.6% |
| Admin fee / account holder | $8,779 | $3,581+145.2% | $5,333+64.6% | $4,296+104.4% |