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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 | $185,305 | $76,551+142.1% | $123,894+49.6% | $62,881+194.7% |
| Participation rate | 92.1% | 73.0%+19.1pp | 81.4%+10.7pp | 69.3%+22.8pp |
| Annual return | 5.99% | 18.68%-12.7pp | 47.52%-41.5pp | 20.14%-14.2pp |
| Employer contribution / active EE | $3,753 | $2,882+30.2% | $4,617-18.7% | $2,281+64.6% |
| Participant deferral / active EE | $6,162 | $4,840+27.3% | $5,984+3.0% | $3,203+92.4% |
| Admin fee / account holder | $2,822 | $4,826-41.5% | $8,357-66.2% | $4,296-34.3% |