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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 | $231,777 | $62,583+270.4% | $76,767+201.9% | $64,173+261.2% |
| Participation rate | 96.2% | 72.8%+23.3pp | 77.0%+19.2pp | 69.6%+26.6pp |
| Annual return | 8.75% | -1.95%+10.7pp | 2.43%+6.3pp | 7.63%+1.1pp |
| Employer contribution / active EE | $9,670 | $1,832+427.8% | $2,485+289.1% | $2,381+306.2% |
| Participant deferral / active EE | $5,883 | $3,145+87.0% | $3,852+52.7% | $3,470+69.5% |
| Admin fee / account holder | $6,227 | $4,667+33.4% | $6,675-6.7% | $4,887+27.4% |