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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 | $146,533 | $56,894+157.6% | $84,753+72.9% | $62,881+133.0% |
| Participation rate | 90.0% | 68.5%+21.5pp | 76.6%+13.4pp | 69.3%+20.7pp |
| Annual return | 4.59% | 6.30%-1.7pp | 22.78%-18.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,820 | $2,400-24.2% | $3,574-49.1% | $2,281-20.2% |
| Participant deferral / active EE | $6,229 | $2,709+129.9% | $3,712+67.8% | $3,203+94.5% |
| Admin fee / account holder | $3,606 | $3,581+0.7% | $5,333-32.4% | $4,296-16.1% |