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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 | $71,197+75.0% | $93,669+33.0% | $80,925+53.9% |
| Participation rate | 94.4% | 60.4%+34.0pp | 68.7%+25.7pp | 67.7%+26.8pp |
| Annual return | 13.70% | 11.27%+2.4pp | 133.59%-119.9pp | 35.65%-22.0pp |
| Employer contribution / active EE | $1,065 | $1,565-32.0% | $2,424-56.1% | $2,756-61.4% |
| Participant deferral / active EE | $4,050 | $4,036+0.4% | $4,416-8.3% | $4,299-5.8% |
| Admin fee / account holder | $6,018 | $6,959-13.5% | $8,291-27.4% | $6,940-13.3% |