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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 | $106,599 | $60,349+76.6% | $74,184+43.7% | $62,881+69.5% |
| Participation rate | 92.9% | 72.7%+20.1pp | 76.6%+16.2pp | 69.3%+23.6pp |
| Annual return | 7.02% | 21.38%-14.4pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,740 | $1,680+3.6% | $2,370-26.6% | $2,281-23.7% |
| Participant deferral / active EE | $5,002 | $2,856+75.1% | $3,550+40.9% | $3,203+56.2% |
| Admin fee / account holder | $11,547 | $4,261+171.0% | $5,586+106.7% | $4,296+168.8% |