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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 | $173,833 | $56,894+205.5% | $84,753+105.1% | $62,881+176.4% |
| Participation rate | 88.6% | 68.5%+20.0pp | 76.6%+12.0pp | 69.3%+19.3pp |
| Annual return | 8.36% | 6.30%+2.1pp | 22.78%-14.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $4,058 | $2,400+69.1% | $3,574+13.5% | $2,281+77.9% |
| Participant deferral / active EE | $9,370 | $2,709+245.9% | $3,712+152.4% | $3,203+192.5% |
| Admin fee / account holder | $2,194 | $3,581-38.7% | $5,333-58.9% | $4,296-48.9% |