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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 | $210,238 | $67,606+211.0% | $82,313+155.4% | $70,124+199.8% |
| Participation rate | 95.9% | 72.8%+23.1pp | 76.9%+19.0pp | 69.5%+26.4pp |
| Annual return | 16.60% | 21.57%-5.0pp | 25.88%-9.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $3,774 | $1,755+115.1% | $2,428+55.4% | $2,342+61.1% |
| Participant deferral / active EE | $5,164 | $2,987+72.9% | $3,706+39.3% | $3,332+55.0% |
| Admin fee / account holder | $2,631 | $4,512-41.7% | $5,608-53.1% | $4,645-43.4% |