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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 | $143,482 | $52,580+172.9% | $71,671+100.2% | $70,126+104.6% |
| Participation rate | 93.5% | 60.9%+32.7pp | 68.7%+24.8pp | 69.5%+24.0pp |
| Annual return | 17.87% | 20.25%-2.4pp | 20.65%-2.8pp | 73.15%-55.3pp |
| Employer contribution / active EE | $6,786 | $1,616+320.0% | $2,460+175.9% | $2,343+189.7% |
| Participant deferral / active EE | $5,694 | $2,386+138.6% | $3,438+65.6% | $3,332+70.9% |
| Admin fee / account holder | $643 | $3,653-82.4% | $5,558-88.4% | $4,645-86.2% |