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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 | $145,562 | $72,114+101.8% | $108,745+33.9% | $62,881+131.5% |
| Participation rate | 88.9% | 74.6%+14.3pp | 77.7%+11.2pp | 69.3%+19.6pp |
| Annual return | 6.41% | 13.41%-7.0pp | 46.22%-39.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $6,002 | $2,694+122.8% | $3,323+80.6% | $2,281+163.2% |
| Participant deferral / active EE | $3,409 | $4,044-15.7% | $5,121-33.4% | $3,203+6.4% |
| Admin fee / account holder | $5,893 | $4,608+27.9% | $6,144-4.1% | $4,296+37.2% |