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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 | $191,524 | $56,894+236.6% | $84,753+126.0% | $62,881+204.6% |
| Participation rate | 90.6% | 68.5%+22.1pp | 76.6%+14.0pp | 69.3%+21.3pp |
| Annual return | 9.07% | 6.30%+2.8pp | 22.78%-13.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $5,103 | $2,400+112.7% | $3,574+42.8% | $2,281+123.7% |
| Participant deferral / active EE | $3,979 | $2,709+46.9% | $3,712+7.2% | $3,203+24.2% |
| Admin fee / account holder | $3,668 | $3,581+2.4% | $5,333-31.2% | $4,296-14.6% |