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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 | $131,287 | $55,684+135.8% | $75,900+73.0% | $72,976+79.9% |
| Participation rate | 90.2% | 61.1%+29.1pp | 69.3%+21.0pp | 69.5%+20.8pp |
| Annual return | 19.89% | 27.60%-7.7pp | 30.73%-10.8pp | 81.02%-61.1pp |
| Employer contribution / active EE | $2,863 | $1,687+69.7% | $2,501+14.5% | $2,440+17.3% |
| Participant deferral / active EE | $7,813 | $2,634+196.6% | $3,604+116.8% | $3,608+116.6% |
| Admin fee / account holder | $694 | $3,981-82.6% | $5,421-87.2% | $5,124-86.5% |