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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 | $118,087 | $57,119+106.7% | $85,187+38.6% | $80,935+45.9% |
| Participation rate | 70.2% | 56.4%+13.8pp | 67.5%+2.7pp | 67.7%+2.5pp |
| Annual return | 15.08% | 21.70%-6.6pp | 66.67%-51.6pp | 35.66%-20.6pp |
| Employer contribution / active EE | $3,911 | $1,802+117.1% | $2,732+43.1% | $2,757+41.9% |
| Participant deferral / active EE | $6,663 | $3,115+113.9% | $4,525+47.3% | $4,299+55.0% |
| Admin fee / account holder | $4,857 | $4,990-2.7% | $6,162-21.2% | $6,924-29.9% |