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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 | $191,971 | $56,894+237.4% | $84,753+126.5% | $62,881+205.3% |
| Participation rate | 94.6% | 68.5%+26.1pp | 76.6%+18.0pp | 69.3%+25.3pp |
| Annual return | 10.12% | 6.30%+3.8pp | 22.78%-12.7pp | 20.14%-10.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,628 | $2,709+218.5% | $3,712+132.4% | $3,203+169.4% |
| Admin fee / account holder | $890 | $3,581-75.2% | $5,333-83.3% | $4,296-79.3% |