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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 | $131,805 | $56,894+131.7% | $84,753+55.5% | $62,881+109.6% |
| Participation rate | 96.0% | 68.5%+27.5pp | 76.6%+19.4pp | 69.3%+26.7pp |
| Annual return | 6.56% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $5,000 | $2,400+108.3% | $3,574+39.9% | $2,281+119.2% |
| Participant deferral / active EE | $6,856 | $2,709+153.1% | $3,712+84.7% | $3,203+114.0% |
| Admin fee / account holder | $1,123 | $3,581-68.6% | $5,333-78.9% | $4,296-73.9% |