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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 | $126,574 | $49,255+157.0% | $70,494+79.6% | $79,856+58.5% |
| Participation rate | 78.9% | 69.2%+9.7pp | 75.1%+3.8pp | 69.6%+9.2pp |
| Annual return | 21.57% | 30.10%-8.5pp | 109.16%-87.6pp | 31.71%-10.1pp |
| Employer contribution / active EE | $2,565 | $2,100+22.1% | $2,738-6.3% | $2,471+3.8% |
| Participant deferral / active EE | $6,133 | $2,768+121.6% | $3,711+65.3% | $3,741+64.0% |
| Admin fee / account holder | $13,285 | $2,879+361.4% | $3,848+245.3% | $5,306+150.4% |