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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 | $133,312 | $64,920+105.3% | $103,693+28.6% | $86,983+53.3% |
| Participation rate | 88.1% | 63.6%+24.5pp | 72.6%+15.4pp | 69.5%+18.5pp |
| Annual return | 14.61% | 30.29%-15.7pp | 47.61%-33.0pp | 25.83%-11.2pp |
| Employer contribution / active EE | $8,350 | $2,141+290.0% | $2,920+185.9% | $2,584+223.1% |
| Participant deferral / active EE | $8,638 | $3,241+166.5% | $4,579+88.6% | $4,194+106.0% |
| Admin fee / account holder | $2,210 | $6,191-64.3% | $7,858-71.9% | $7,856-71.9% |