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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 | $114,875 | $49,239+133.3% | $70,462+63.0% | $79,858+43.8% |
| Participation rate | 90.4% | 69.2%+21.2pp | 75.1%+15.3pp | 69.6%+20.7pp |
| Annual return | 21.10% | 30.08%-9.0pp | 109.08%-88.0pp | 31.72%-10.6pp |
| Employer contribution / active EE | $2,736 | $2,100+30.3% | $2,7370% | $2,471+10.7% |
| Participant deferral / active EE | $4,528 | $2,769+63.5% | $3,710+22.1% | $3,740+21.1% |
| Admin fee / account holder | $1,744 | $2,876-39.4% | $3,845-54.7% | $5,306-67.1% |