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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 | $107,243 | $76,551+40.1% | $123,894-13.4% | $62,881+70.5% |
| Participation rate | 81.4% | 73.0%+8.4pp | 81.4%0pp | 69.3%+12.1pp |
| Annual return | 8.72% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,945 | $2,882+2.2% | $4,617-36.2% | $2,281+29.1% |
| Participant deferral / active EE | $7,936 | $4,840+64.0% | $5,984+32.6% | $3,203+147.8% |
| Admin fee / account holder | $11,604 | $4,826+140.5% | $8,357+38.8% | $4,296+170.1% |