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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 | $201,885 | $56,894+254.8% | $84,753+138.2% | $62,881+221.1% |
| Participation rate | 94.5% | 68.5%+26.0pp | 76.6%+18.0pp | 69.3%+25.2pp |
| Annual return | 6.69% | 6.30%+0.4pp | 22.78%-16.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $6,184 | $2,400+157.7% | $3,574+73.0% | $2,281+171.1% |
| Participant deferral / active EE | $5,439 | $2,709+100.8% | $3,712+46.5% | $3,203+69.8% |
| Admin fee / account holder | $6,709 | $3,581+87.3% | $5,333+25.8% | $4,296+56.2% |