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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 | $125,813 | $59,804+110.4% | $81,982+53.5% | $79,856+57.5% |
| Participation rate | 89.1% | 61.6%+27.5pp | 69.3%+19.9pp | 69.6%+19.5pp |
| Annual return | 11.86% | 17.56%-5.7pp | 41.31%-29.5pp | 31.71%-19.8pp |
| Employer contribution / active EE | $4,457 | $1,713+160.1% | $2,498+78.4% | $2,471+80.3% |
| Participant deferral / active EE | $4,285 | $2,695+59.0% | $3,722+15.1% | $3,741+14.5% |
| Admin fee / account holder | $7,920 | $4,288+84.7% | $5,665+39.8% | $5,306+49.3% |