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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 | $57,119+105.7% | $85,187+37.9% | $80,935+45.1% |
| Participation rate | 91.4% | 56.4%+35.0pp | 67.5%+23.9pp | 67.7%+23.8pp |
| Annual return | 11.97% | 21.70%-9.7pp | 66.67%-54.7pp | 35.66%-23.7pp |
| Employer contribution / active EE | $7,087 | $1,802+293.4% | $2,732+159.4% | $2,757+157.1% |
| Participant deferral / active EE | $4,560 | $3,115+46.4% | $4,525+0.8% | $4,299+6.1% |
| Admin fee / account holder | $2,148 | $4,990-56.9% | $6,162-65.1% | $6,924-69.0% |