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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 | $111,751 | $60,349+85.2% | $74,184+50.6% | $62,881+77.7% |
| Participation rate | 77.4% | 72.7%+4.7pp | 76.6%+0.8pp | 69.3%+8.1pp |
| Annual return | 6.32% | 21.38%-15.1pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,922 | $1,680+14.4% | $2,370-18.9% | $2,281-15.7% |
| Participant deferral / active EE | $4,478 | $2,856+56.8% | $3,550+26.1% | $3,203+39.8% |
| Admin fee / account holder | $49,027 | $4,261+1050.7% | $5,586+777.7% | $4,296+1041.3% |