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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 | $158,504 | $56,894+178.6% | $84,753+87.0% | $62,881+152.1% |
| Participation rate | 79.5% | 68.5%+11.0pp | 76.6%+3.0pp | 69.3%+10.2pp |
| Annual return | 4.61% | 6.30%-1.7pp | 22.78%-18.2pp | 20.14%-15.5pp |
| Employer contribution / active EE | $2,916 | $2,400+21.5% | $3,574-18.4% | $2,281+27.8% |
| Participant deferral / active EE | $6,455 | $2,709+138.2% | $3,712+73.9% | $3,203+101.5% |
| Admin fee / account holder | $2,582 | $3,581-27.9% | $5,333-51.6% | $4,296-39.9% |