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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 | $106,016 | $48,078+120.5% | $78,676+34.8% | $62,881+68.6% |
| Participation rate | 92.9% | 65.2%+27.7pp | 73.6%+19.3pp | 69.3%+23.6pp |
| Annual return | 10.38% | 31.36%-21.0pp | 62.19%-51.8pp | 20.14%-9.8pp |
| Employer contribution / active EE | $7,925 | $2,015+293.4% | $2,850+178.1% | $2,281+247.4% |
| Participant deferral / active EE | $5,640 | $2,587+118.0% | $3,517+60.4% | $3,203+76.1% |
| Admin fee / account holder | $821 | $3,206-74.4% | $4,510-81.8% | $4,296-80.9% |