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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 | $130,328 | $56,894+129.1% | $84,753+53.8% | $62,881+107.3% |
| Participation rate | 82.6% | 68.5%+14.1pp | 76.6%+6.0pp | 69.3%+13.3pp |
| Annual return | 6.18% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $4,560 | $2,400+90.0% | $3,574+27.6% | $2,281+99.9% |
| Participant deferral / active EE | $6,273 | $2,709+131.5% | $3,712+69.0% | $3,203+95.8% |
| Admin fee / account holder | $1,202 | $3,581-66.4% | $5,333-77.5% | $4,296-72.0% |