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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 | $124,811 | $39,132+219.0% | $57,196+118.2% | $62,881+98.5% |
| Participation rate | 97.1% | 70.5%+26.6pp | 75.3%+21.8pp | 69.3%+27.8pp |
| Annual return | 1.37% | 9.24%-7.9pp | 14.59%-13.2pp | 20.14%-18.8pp |
| Employer contribution / active EE | $2,359 | $1,874+25.9% | $2,683-12.1% | $2,281+3.4% |
| Participant deferral / active EE | $3,801 | $2,374+60.1% | $3,096+22.7% | $3,203+18.7% |
| Admin fee / account holder | $7,641 | $2,594+194.6% | $3,141+143.3% | $4,296+77.9% |