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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 | $117,471 | $57,073+105.8% | $85,126+38.0% | $80,925+45.2% |
| Participation rate | 91.4% | 56.4%+35.0pp | 67.5%+23.9pp | 67.7%+23.8pp |
| Annual return | 11.97% | 21.69%-9.7pp | 66.63%-54.7pp | 35.65%-23.7pp |
| Employer contribution / active EE | $7,087 | $1,801+293.6% | $2,731+159.5% | $2,756+157.1% |
| Participant deferral / active EE | $4,560 | $3,113+46.5% | $4,523+0.8% | $4,299+6.1% |
| Admin fee / account holder | $2,148 | $4,988-56.9% | $6,160-65.1% | $6,940-69.0% |