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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 | $63,733 | $39,132+62.9% | $57,196+11.4% | $62,881+1.4% |
| Participation rate | 95.3% | 70.5%+24.9pp | 75.3%+20.0pp | 69.3%+26.0pp |
| Annual return | 4.86% | 9.24%-4.4pp | 14.59%-9.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $6,584 | $1,874+251.4% | $2,683+145.4% | $2,281+188.7% |
| Participant deferral / active EE | $4,548 | $2,374+91.6% | $3,096+46.9% | $3,203+42.0% |
| Admin fee / account holder | $7,186 | $2,594+177.0% | $3,141+128.8% | $4,296+67.3% |