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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 | $172,220 | $56,894+202.7% | $84,753+103.2% | $62,881+173.9% |
| Participation rate | 95.9% | 68.5%+27.4pp | 76.6%+19.3pp | 69.3%+26.6pp |
| Annual return | 7.01% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,512 | $2,400+4.7% | $3,574-29.7% | $2,281+10.1% |
| Participant deferral / active EE | $6,769 | $2,709+149.9% | $3,712+82.4% | $3,203+111.3% |
| Admin fee / account holder | $11,562 | $3,581+222.9% | $5,333+116.8% | $4,296+169.2% |