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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 | $144,014 | $39,132+268.0% | $57,196+151.8% | $62,881+129.0% |
| Participation rate | 96.4% | 70.5%+25.9pp | 75.3%+21.1pp | 69.3%+27.1pp |
| Annual return | 6.00% | 9.24%-3.2pp | 14.59%-8.6pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,896 | $1,874+54.5% | $2,683+7.9% | $2,281+26.9% |
| Participant deferral / active EE | $5,775 | $2,374+143.2% | $3,096+86.5% | $3,203+80.3% |
| Admin fee / account holder | $27,732 | $2,594+969.1% | $3,141+783.0% | $4,296+545.6% |