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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 | $111,520 | $53,774+107.4% | $134,162-16.9% | $79,856+39.7% |
| Participation rate | 88.2% | 58.8%+29.5pp | 72.2%+16.0pp | 69.6%+18.6pp |
| Annual return | 12.83% | 19.01%-6.2pp | 36.35%-23.5pp | 31.71%-18.9pp |
| Employer contribution / active EE | $6,370 | $1,322+382.0% | $3,705+71.9% | $2,471+157.8% |
| Participant deferral / active EE | $3,087 | $2,420+27.6% | $3,500-11.8% | $3,741-17.5% |
| Admin fee / account holder | $951 | $3,985-76.1% | $6,685-85.8% | $5,306-82.1% |