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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 | $71,197+60.2% | $93,669+21.8% | $80,925+41.0% |
| Participation rate | 98.2% | 60.4%+37.8pp | 68.7%+29.5pp | 67.7%+30.5pp |
| Annual return | 11.13% | 11.27%-0.1pp | 133.59%-122.5pp | 35.65%-24.5pp |
| Employer contribution / active EE | $5,252 | $1,565+235.7% | $2,424+116.7% | $2,756+90.6% |
| Participant deferral / active EE | $6,889 | $4,036+70.7% | $4,416+56.0% | $4,299+60.3% |
| Admin fee / account holder | $7,418 | $6,959+6.6% | $8,291-10.5% | $6,940+6.9% |