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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 | $126,608 | $60,349+109.8% | $74,184+70.7% | $62,881+101.3% |
| Participation rate | 90.0% | 72.7%+17.3pp | 76.6%+13.4pp | 69.3%+20.7pp |
| Annual return | 7.23% | 21.38%-14.1pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,682 | $1,680+0.1% | $2,370-29.0% | $2,281-26.3% |
| Participant deferral / active EE | $6,187 | $2,856+116.6% | $3,550+74.3% | $3,203+93.2% |
| Admin fee / account holder | $7,414 | $4,261+74.0% | $5,586+32.7% | $4,296+72.6% |