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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 | $106,565 | $81,233+31.2% | $155,567-31.5% | $80,874+31.8% |
| Participation rate | 78.3% | 66.2%+12.1pp | 78.2%+0.1pp | 67.6%+10.7pp |
| Annual return | 17.11% | 33.33%-16.2pp | 64.74%-47.6pp | 35.62%-18.5pp |
| Employer contribution / active EE | $3,992 | $3,101+28.8% | $4,674-14.6% | $2,756+44.9% |
| Participant deferral / active EE | $7,026 | $3,452+103.5% | $5,628+24.8% | $4,297+63.5% |
| Admin fee / account holder | $5,452 | $7,998-31.8% | $15,916-65.7% | $6,935-21.4% |