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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 | $140,463 | $43,075+226.1% | $74,577+88.3% | $62,881+123.4% |
| Participation rate | 96.2% | 58.1%+38.1pp | 68.1%+28.0pp | 69.3%+26.8pp |
| Annual return | 8.34% | 17.50%-9.2pp | 20.47%-12.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,634 | $1,498+75.9% | $2,525+4.3% | $2,281+15.5% |
| Participant deferral / active EE | $6,594 | $2,389+176.0% | $3,458+90.7% | $3,203+105.9% |
| Admin fee / account holder | $9,980 | $2,840+251.4% | $4,138+141.2% | $4,296+132.3% |