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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 | $190,172 | $60,349+215.1% | $74,184+156.4% | $62,881+202.4% |
| Participation rate | 94.6% | 72.7%+21.9pp | 76.6%+18.0pp | 69.3%+25.3pp |
| Annual return | 5.28% | 21.38%-16.1pp | 17.74%-12.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,736 | $1,680+62.8% | $2,370+15.4% | $2,281+19.9% |
| Participant deferral / active EE | $6,006 | $2,856+110.3% | $3,550+69.2% | $3,203+87.5% |
| Admin fee / account holder | $28,183 | $4,261+561.4% | $5,586+404.6% | $4,296+556.1% |