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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 | $93,451 | $60,349+54.9% | $74,184+26.0% | $62,881+48.6% |
| Participation rate | 94.8% | 72.7%+22.1pp | 76.6%+18.2pp | 69.3%+25.5pp |
| Annual return | 8.19% | 21.38%-13.2pp | 17.74%-9.5pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,207 | $1,680+31.3% | $2,370-6.9% | $2,281-3.3% |
| Participant deferral / active EE | $5,793 | $2,856+102.8% | $3,550+63.2% | $3,203+80.9% |
| Admin fee / account holder | $3,922 | $4,261-7.9% | $5,586-29.8% | $4,296-8.7% |