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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 | $99,133 | $59,440+66.8% | $78,004+27.1% | $82,637+20.0% |
| Participation rate | 74.5% | 62.8%+11.7pp | 69.4%+5.1pp | 68.1%+6.5pp |
| Annual return | 14.14% | 40.24%-26.1pp | 31.07%-16.9pp | 53.51%-39.4pp |
| Employer contribution / active EE | $2,531 | $1,750+44.6% | $2,469+2.5% | $2,552-0.8% |
| Participant deferral / active EE | $6,435 | $3,138+105.1% | $4,092+57.3% | $4,126+56.0% |
| Admin fee / account holder | $9,525 | $5,504+73.1% | $7,578+25.7% | $7,339+29.8% |