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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 | $209,440 | $52,306+300.4% | $69,779+200.1% | $62,881+233.1% |
| Participation rate | 94.1% | 67.2%+26.9pp | 71.8%+22.3pp | 69.3%+24.8pp |
| Annual return | 6.96% | 13.35%-6.4pp | 12.99%-6.0pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,943 | $1,799+63.6% | $2,338+25.9% | $2,281+29.0% |
| Participant deferral / active EE | $10,568 | $2,395+341.2% | $2,931+260.6% | $3,203+229.9% |
| Admin fee / account holder | $7,438 | $3,691+101.5% | $4,381+69.8% | $4,296+73.1% |