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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 | $197,864 | $60,349+227.9% | $74,184+166.7% | $62,881+214.7% |
| Participation rate | 97.8% | 72.7%+25.1pp | 76.6%+21.2pp | 69.3%+28.5pp |
| Annual return | 6.04% | 21.38%-15.3pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $7,782 | $1,680+363.1% | $2,370+228.3% | $2,281+241.2% |
| Participant deferral / active EE | $6,090 | $2,856+113.2% | $3,550+71.6% | $3,203+90.1% |
| Admin fee / account holder | $4,428 | $4,261+3.9% | $5,586-20.7% | $4,296+3.1% |