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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 | $143,884 | $60,349+138.4% | $74,184+94.0% | $62,881+128.8% |
| Participation rate | 96.8% | 72.7%+24.0pp | 76.6%+20.2pp | 69.3%+27.5pp |
| Annual return | 6.86% | 21.38%-14.5pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $6,648 | $1,680+295.7% | $2,370+180.5% | $2,281+191.5% |
| Participant deferral / active EE | $7,374 | $2,856+158.2% | $3,550+107.7% | $3,203+130.2% |
| Admin fee / account holder | $2,943 | $4,261-30.9% | $5,586-47.3% | $4,296-31.5% |