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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 | $109,465 | $52,580+108.2% | $71,671+52.7% | $70,126+56.1% |
| Participation rate | 79.7% | 60.9%+18.8pp | 68.7%+10.9pp | 69.5%+10.1pp |
| Annual return | 22.04% | 20.25%+1.8pp | 20.65%+1.4pp | 73.15%-51.1pp |
| Employer contribution / active EE | $1,436 | $1,616-11.1% | $2,460-41.6% | $2,343-38.7% |
| Participant deferral / active EE | $6,078 | $2,386+154.7% | $3,438+76.8% | $3,332+82.4% |
| Admin fee / account holder | $7,241 | $3,653+98.2% | $5,558+30.3% | $4,645+55.9% |