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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 | $224,899 | $52,306+330.0% | $69,779+222.3% | $62,881+257.7% |
| Participation rate | 94.4% | 67.2%+27.2pp | 71.8%+22.6pp | 69.3%+25.1pp |
| Annual return | 8.81% | 13.35%-4.5pp | 12.99%-4.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,387 | $1,799+32.7% | $2,338+2.1% | $2,281+4.6% |
| Participant deferral / active EE | $6,747 | $2,395+181.7% | $2,931+130.2% | $3,203+110.7% |
| Admin fee / account holder | $1,510 | $3,691-59.1% | $4,381-65.5% | $4,296-64.9% |