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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 | $114,340 | $65,685+74.1% | $57,181+100.0% | $273,968-58.3% |
| Participation rate | 90.0% | 78.3%+11.7pp | 75.3%+14.7pp | 83.0%+7.0pp |
| Annual return | 5.31% | 21.99%-16.7pp | 14.59%-9.3pp | 41.45%-36.1pp |
| Employer contribution / active EE | $3,579 | $3,279+9.2% | $2,682+33.4% | $4,869-26.5% |
| Participant deferral / active EE | $4,883 | $3,781+29.2% | $3,096+57.7% | $5,287-7.6% |
| Admin fee / account holder | $7,103 | $4,835+46.9% | $3,139+126.3% | $10,132-29.9% |