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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 | $107,101 | $45,079+137.6% | $69,461+54.2% | $72,983+46.7% |
| Participation rate | 81.5% | 68.5%+13.0pp | 74.6%+6.9pp | 69.5%+12.0pp |
| Annual return | 29.07% | 22.65%+6.4pp | 28.97%+0.1pp | 81.01%-51.9pp |
| Employer contribution / active EE | $3,044 | $2,055+48.1% | $2,779+9.5% | $2,440+24.8% |
| Participant deferral / active EE | $9,227 | $2,603+254.5% | $3,536+161.0% | $3,608+155.8% |
| Admin fee / account holder | $482 | $3,056-84.2% | $3,840-87.5% | $5,124-90.6% |