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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 | $45,050+190.6% | $63,018+107.7% | $70,126+86.7% |
| Participation rate | 89.5% | 69.5%+20.0pp | 74.8%+14.7pp | 69.5%+20.0pp |
| Annual return | 14.81% | 18.76%-3.9pp | 87.62%-72.8pp | 73.15%-58.3pp |
| Employer contribution / active EE | $3,146 | $2,052+53.3% | $2,761+13.9% | $2,343+34.3% |
| Participant deferral / active EE | $4,012 | $2,466+62.7% | $3,330+20.5% | $3,332+20.4% |
| Admin fee / account holder | $11,510 | $2,834+306.1% | $3,601+219.7% | $4,645+147.8% |