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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 | $131,036 | $49,239+166.1% | $70,462+86.0% | $79,858+64.1% |
| Participation rate | 90.3% | 69.2%+21.1pp | 75.1%+15.3pp | 69.6%+20.7pp |
| Annual return | 13.42% | 30.08%-16.7pp | 109.08%-95.7pp | 31.72%-18.3pp |
| Employer contribution / active EE | $2,755 | $2,100+31.2% | $2,737+0.6% | $2,471+11.5% |
| Participant deferral / active EE | $6,612 | $2,769+138.8% | $3,710+78.3% | $3,740+76.8% |
| Admin fee / account holder | $1,452 | $2,876-49.5% | $3,845-62.2% | $5,306-72.6% |