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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 | $134,076 | $39,132+242.6% | $57,196+134.4% | $62,881+113.2% |
| Participation rate | 98.5% | 70.5%+28.0pp | 75.3%+23.1pp | 69.3%+29.2pp |
| Annual return | 6.30% | 9.24%-2.9pp | 14.59%-8.3pp | 20.14%-13.8pp |
| Employer contribution / active EE | $7,149 | $1,874+281.5% | $2,683+166.5% | $2,281+213.4% |
| Participant deferral / active EE | $3,705 | $2,374+56.0% | $3,096+19.6% | $3,203+15.7% |
| Admin fee / account holder | $4,870 | $2,594+87.8% | $3,141+55.1% | $4,296+13.4% |