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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 | $124,576 | $71,057+75.3% | $93,654+33.0% | $80,874+54.0% |
| Participation rate | 94.4% | 60.4%+34.0pp | 68.7%+25.7pp | 67.6%+26.8pp |
| Annual return | 13.70% | 11.26%+2.4pp | 133.34%-119.6pp | 35.62%-21.9pp |
| Employer contribution / active EE | $1,065 | $1,564-31.9% | $2,421-56.0% | $2,756-61.4% |
| Participant deferral / active EE | $4,050 | $4,034+0.4% | $4,413-8.2% | $4,297-5.7% |
| Admin fee / account holder | $6,018 | $6,944-13.3% | $8,282-27.3% | $6,935-13.2% |