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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 | $165,961 | $45,082+268.1% | $69,464+138.9% | $72,975+127.4% |
| Participation rate | 96.0% | 68.5%+27.5pp | 74.6%+21.4pp | 69.5%+26.5pp |
| Annual return | 5.86% | 22.66%-16.8pp | 28.98%-23.1pp | 81.01%-75.2pp |
| Employer contribution / active EE | $6,460 | $2,055+214.3% | $2,779+132.4% | $2,440+164.8% |
| Participant deferral / active EE | $4,045 | $2,604+55.3% | $3,536+14.4% | $3,608+12.1% |
| Admin fee / account holder | $821 | $3,057-73.1% | $3,840-78.6% | $5,124-84.0% |