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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 | $113,013 | $58,587+92.9% | $83,322+35.6% | $64,173+76.1% |
| Participation rate | 87.7% | 72.0%+15.7pp | 77.8%+10.0pp | 69.6%+18.1pp |
| Annual return | 12.51% | 9.65%+2.9pp | 10.64%+1.9pp | 7.63%+4.9pp |
| Employer contribution / active EE | $3,509 | $2,098+67.2% | $3,379+3.8% | $2,381+47.4% |
| Participant deferral / active EE | $3,805 | $4,654-18.3% | $5,565-31.6% | $3,470+9.7% |
| Admin fee / account holder | $2,777 | $9,279-70.1% | $7,540-63.2% | $4,887-43.2% |