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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 | $115,178 | $69,977+64.6% | $108,582+6.1% | $62,881+83.2% |
| Participation rate | 97.0% | 72.9%+24.1pp | 79.6%+17.4pp | 69.3%+27.7pp |
| Annual return | 6.97% | 10.73%-3.8pp | -51.70%+58.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $4,966 | $2,135+132.6% | $3,758+32.1% | $2,281+117.7% |
| Participant deferral / active EE | $6,533 | $3,165+106.4% | $4,311+51.5% | $3,203+104.0% |
| Admin fee / account holder | $2,045 | $5,076-59.7% | $7,645-73.3% | $4,296-52.4% |