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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 | $160,697 | $49,249+226.3% | $70,476+128.0% | $79,852+101.2% |
| Participation rate | 92.3% | 69.2%+23.1pp | 75.1%+17.2pp | 69.6%+22.7pp |
| Annual return | 16.73% | 30.09%-13.4pp | 109.12%-92.4pp | 31.72%-15.0pp |
| Employer contribution / active EE | $3,860 | $2,100+83.8% | $2,738+41.0% | $2,471+56.2% |
| Participant deferral / active EE | $5,813 | $2,769+109.9% | $3,710+56.7% | $3,740+55.4% |
| Admin fee / account holder | $5,207 | $2,878+80.9% | $3,847+35.4% | $5,306-1.9% |