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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 | $120,279 | $78,425+53.4% | $95,956+25.3% | $79,858+50.6% |
| Participation rate | 84.6% | 73.5%+11.1pp | 77.1%+7.5pp | 69.6%+15.0pp |
| Annual return | 15.40% | 19.37%-4.0pp | 91.63%-76.2pp | 31.72%-16.3pp |
| Employer contribution / active EE | $2,650 | $1,945+36.2% | $2,541+4.3% | $2,471+7.2% |
| Participant deferral / active EE | $5,454 | $3,440+58.5% | $4,167+30.9% | $3,740+45.8% |
| Admin fee / account holder | $2,032 | $5,622-63.9% | $6,797-70.1% | $5,306-61.7% |