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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 | $180,277 | $60,349+198.7% | $74,184+143.0% | $62,881+186.7% |
| Participation rate | 94.4% | 72.7%+21.7pp | 76.6%+17.8pp | 69.3%+25.1pp |
| Annual return | 8.47% | 21.38%-12.9pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,731 | $1,680+62.5% | $2,370+15.2% | $2,281+19.7% |
| Participant deferral / active EE | $6,060 | $2,856+112.2% | $3,550+70.7% | $3,203+89.2% |
| Admin fee / account holder | $4,352 | $4,261+2.1% | $5,586-22.1% | $4,296+1.3% |