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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 | $184,505 | $56,894+224.3% | $84,753+117.7% | $62,881+193.4% |
| Participation rate | 98.3% | 68.5%+29.7pp | 76.6%+21.7pp | 69.3%+29.0pp |
| Annual return | 8.81% | 6.30%+2.5pp | 22.78%-14.0pp | 20.14%-11.3pp |
| Employer contribution / active EE | $3,417 | $2,400+42.4% | $3,574-4.4% | $2,281+49.8% |
| Participant deferral / active EE | $6,731 | $2,709+148.5% | $3,712+81.3% | $3,203+110.2% |
| Admin fee / account holder | $5,245 | $3,581+46.5% | $5,333-1.7% | $4,296+22.1% |