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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 | $129,153 | $63,845+102.3% | $81,370+58.7% | $80,959+59.5% |
| Participation rate | 96.4% | 63.9%+32.5pp | 69.5%+26.8pp | 67.7%+28.7pp |
| Annual return | 12.06% | 16.37%-4.3pp | 24.85%-12.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $4,017 | $1,980+102.9% | $2,464+63.0% | $2,757+45.7% |
| Participant deferral / active EE | $4,148 | $3,093+34.1% | $3,885+6.8% | $4,300-3.5% |
| Admin fee / account holder | $21,606 | $5,688+279.8% | $5,749+275.8% | $6,925+212.0% |