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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 | $146,951 | $60,349+143.5% | $74,184+98.1% | $62,881+133.7% |
| Participation rate | 93.9% | 72.7%+21.2pp | 76.6%+17.3pp | 69.3%+24.6pp |
| Annual return | 6.20% | 21.38%-15.2pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,398 | $1,680+42.7% | $2,370+1.2% | $2,281+5.1% |
| Participant deferral / active EE | $4,382 | $2,856+53.4% | $3,550+23.5% | $3,203+36.8% |
| Admin fee / account holder | $2,741 | $4,261-35.7% | $5,586-50.9% | $4,296-36.2% |