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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 | $114,068 | $71,230+60.1% | $93,727+21.7% | $80,959+40.9% |
| Participation rate | 98.2% | 60.4%+37.8pp | 68.7%+29.5pp | 67.7%+30.5pp |
| Annual return | 11.13% | 11.26%-0.1pp | 133.83%-122.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $5,252 | $1,565+235.6% | $2,421+116.9% | $2,757+90.5% |
| Participant deferral / active EE | $6,889 | $4,037+70.6% | $4,417+56.0% | $4,300+60.2% |
| Admin fee / account holder | $7,418 | $6,961+6.6% | $8,292-10.5% | $6,925+7.1% |