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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 | $93,540 | $55,889+67.4% | $76,119+22.9% | $80,935+15.6% |
| Participation rate | 87.8% | 62.1%+25.7pp | 69.1%+18.7pp | 67.7%+20.1pp |
| Annual return | 13.14% | 20.58%-7.4pp | 361.25%-348.1pp | 35.66%-22.5pp |
| Employer contribution / active EE | $2,232 | $1,866+19.6% | $2,693-17.1% | $2,757-19.0% |
| Participant deferral / active EE | $5,035 | $3,051+65.0% | $4,259+18.2% | $4,299+17.1% |
| Admin fee / account holder | $6,291 | $5,241+20.0% | $6,421-2.0% | $6,924-9.1% |