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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 | $192,026 | $56,894+237.5% | $84,753+126.6% | $62,881+205.4% |
| Participation rate | 97.6% | 68.5%+29.0pp | 76.6%+21.0pp | 69.3%+28.3pp |
| Annual return | 6.07% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $3,902 | $2,400+62.6% | $3,574+9.2% | $2,281+71.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $36,510 | $3,581+919.6% | $5,333+584.6% | $4,296+749.9% |