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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 | $142,425 | $52,306+172.3% | $69,779+104.1% | $62,881+126.5% |
| Participation rate | 91.9% | 67.2%+24.7pp | 71.8%+20.1pp | 69.3%+22.6pp |
| Annual return | 9.16% | 13.35%-4.2pp | 12.99%-3.8pp | 20.14%-11.0pp |
| Employer contribution / active EE | $3,525 | $1,799+95.9% | $2,338+50.7% | $2,281+54.5% |
| Participant deferral / active EE | $4,567 | $2,395+90.7% | $2,931+55.8% | $3,203+42.6% |
| Admin fee / account holder | $3,075 | $3,691-16.7% | $4,381-29.8% | $4,296-28.4% |