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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 | $188,636 | $60,349+212.6% | $74,184+154.3% | $62,881+200.0% |
| Participation rate | 98.3% | 72.7%+25.5pp | 76.6%+21.7pp | 69.3%+29.0pp |
| Annual return | 5.97% | 21.38%-15.4pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,179 | $1,680+29.7% | $2,370-8.1% | $2,281-4.5% |
| Participant deferral / active EE | $4,863 | $2,856+70.2% | $3,550+37.0% | $3,203+51.8% |
| Admin fee / account holder | $8,513 | $4,261+99.8% | $5,586+52.4% | $4,296+98.2% |