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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 | $155,009 | $87,106+78.0% | $105,607+46.8% | $80,935+91.5% |
| Participation rate | 90.4% | 70.4%+19.9pp | 75.3%+15.1pp | 67.7%+22.7pp |
| Annual return | 13.42% | 17.01%-3.6pp | 116.11%-102.7pp | 35.66%-22.2pp |
| Employer contribution / active EE | $5,595 | $2,396+133.5% | $3,167+76.7% | $2,757+103.0% |
| Participant deferral / active EE | $5,738 | $3,986+44.0% | $5,011+14.5% | $4,299+33.5% |
| Admin fee / account holder | $7,907 | $8,447-6.4% | $10,958-27.8% | $6,924+14.2% |