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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 | $130,895 | $45,041+190.6% | $63,003+107.8% | $70,131+86.6% |
| Participation rate | 89.5% | 69.5%+20.0pp | 74.8%+14.7pp | 69.5%+20.0pp |
| Annual return | 14.81% | 18.76%-3.9pp | 87.59%-72.8pp | 73.14%-58.3pp |
| Employer contribution / active EE | $3,146 | $2,052+53.3% | $2,760+14.0% | $2,342+34.3% |
| Participant deferral / active EE | $4,012 | $2,465+62.8% | $3,329+20.5% | $3,332+20.4% |
| Admin fee / account holder | $11,510 | $2,836+305.9% | $3,600+219.7% | $4,645+147.8% |