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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 | $194,205 | $56,894+241.3% | $84,753+129.1% | $62,881+208.8% |
| Participation rate | 80.8% | 68.5%+12.2pp | 76.6%+4.2pp | 69.3%+11.5pp |
| Annual return | 4.86% | 6.30%-1.4pp | 22.78%-17.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $10,302 | $2,400+329.3% | $3,574+188.2% | $2,281+351.6% |
| Participant deferral / active EE | $5,967 | $2,709+120.3% | $3,712+60.8% | $3,203+86.3% |
| Admin fee / account holder | $1,627 | $3,581-54.6% | $5,333-69.5% | $4,296-62.1% |