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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 | $115,027 | $49,249+133.6% | $70,476+63.2% | $79,852+44.1% |
| Participation rate | 76.3% | 69.2%+7.1pp | 75.1%+1.2pp | 69.6%+6.6pp |
| Annual return | 15.13% | 30.09%-15.0pp | 109.12%-94.0pp | 31.72%-16.6pp |
| Employer contribution / active EE | $2,881 | $2,100+37.2% | $2,738+5.2% | $2,471+16.6% |
| Participant deferral / active EE | $8,626 | $2,769+211.5% | $3,710+132.5% | $3,740+130.6% |
| Admin fee / account holder | $5,953 | $2,878+106.8% | $3,847+54.7% | $5,306+12.2% |