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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 | $129,607 | $58,627+121.1% | $76,735+68.9% | $82,448+57.2% |
| Participation rate | 76.3% | 63.2%+13.1pp | 69.5%+6.8pp | 68.1%+8.2pp |
| Annual return | 15.70% | 39.10%-23.4pp | 29.77%-14.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,254 | $1,729+88.2% | $2,454+32.6% | $2,551+27.5% |
| Participant deferral / active EE | $7,135 | $3,134+127.7% | $4,088+74.5% | $4,139+72.4% |
| Admin fee / account holder | $5,650 | $5,323+6.2% | $7,189-21.4% | $7,234-21.9% |