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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 | $184,601 | $52,306+252.9% | $69,779+164.5% | $62,881+193.6% |
| Participation rate | 95.1% | 67.2%+27.9pp | 71.8%+23.3pp | 69.3%+25.8pp |
| Annual return | 7.09% | 13.35%-6.3pp | 12.99%-5.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,945 | $1,799+63.7% | $2,338+25.9% | $2,281+29.1% |
| Participant deferral / active EE | $6,742 | $2,395+181.5% | $2,931+130.1% | $3,203+110.5% |
| Admin fee / account holder | $2,231 | $3,691-39.5% | $4,381-49.1% | $4,296-48.1% |