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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 | $154,720 | $56,287+174.9% | $80,977+91.1% | $62,881+146.1% |
| Participation rate | 83.9% | 68.9%+14.9pp | 75.8%+8.1pp | 69.3%+14.6pp |
| Annual return | 5.99% | 22.13%-16.1pp | 17.11%-11.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $3,012 | $1,943+55.1% | $3,715-18.9% | $2,281+32.1% |
| Participant deferral / active EE | $2,667 | $4,196-36.4% | $5,696-53.2% | $3,203-16.7% |
| Admin fee / account holder | $9,840 | $3,742+163.0% | $5,517+78.4% | $4,296+129.1% |