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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 | $114,406 | $55,713+105.3% | $75,894+50.7% | $72,983+56.8% |
| Participation rate | 80.9% | 61.1%+19.7pp | 69.3%+11.6pp | 69.5%+11.4pp |
| Annual return | 25.75% | 27.60%-1.8pp | 30.76%-5.0pp | 81.01%-55.3pp |
| Employer contribution / active EE | $3,297 | $1,687+95.5% | $2,501+31.8% | $2,440+35.1% |
| Participant deferral / active EE | $7,705 | $2,634+192.5% | $3,603+113.8% | $3,608+113.6% |
| Admin fee / account holder | $1,783 | $3,980-55.2% | $5,420-67.1% | $5,124-65.2% |