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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 | $132,309 | $53,774+146.0% | $134,162-1.4% | $79,852+65.7% |
| Participation rate | 86.5% | 58.8%+27.7pp | 72.2%+14.3pp | 69.6%+16.8pp |
| Annual return | 19.86% | 19.01%+0.9pp | 36.35%-16.5pp | 31.72%-11.9pp |
| Employer contribution / active EE | $1,132 | $1,322-14.3% | $3,705-69.4% | $2,471-54.2% |
| Participant deferral / active EE | $5,865 | $2,420+142.4% | $3,500+67.6% | $3,740+56.8% |
| Admin fee / account holder | $11,178 | $3,985+180.5% | $6,685+67.2% | $5,306+110.7% |