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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 | $112,652 | $56,894+98.0% | $84,753+32.9% | $62,881+79.2% |
| Participation rate | 80.3% | 68.5%+11.7pp | 76.6%+3.7pp | 69.3%+11.0pp |
| Annual return | 5.12% | 6.30%-1.2pp | 22.78%-17.7pp | 20.14%-15.0pp |
| Employer contribution / active EE | $3,970 | $2,400+65.4% | $3,574+11.1% | $2,281+74.1% |
| Participant deferral / active EE | $2,921 | $2,709+7.8% | $3,712-21.3% | $3,203-8.8% |
| Admin fee / account holder | $6,117 | $3,581+70.8% | $5,333+14.7% | $4,296+42.4% |