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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 | $100,187 | $46,877+113.7% | $122,354-18.1% | $70,126+42.9% |
| Participation rate | 88.3% | 58.2%+30.1pp | 71.6%+16.7pp | 69.5%+18.8pp |
| Annual return | 16.41% | 24.22%-7.8pp | 30.28%-13.9pp | 73.15%-56.7pp |
| Employer contribution / active EE | $3,429 | $1,288+166.1% | $4,051-15.4% | $2,343+46.4% |
| Participant deferral / active EE | $5,303 | $2,167+144.7% | $3,287+61.3% | $3,332+59.2% |
| Admin fee / account holder | $6,851 | $3,324+106.1% | $5,479+25.0% | $4,645+47.5% |