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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 | $136,285 | $60,349+125.8% | $74,184+83.7% | $62,881+116.7% |
| Participation rate | 92.2% | 72.7%+19.5pp | 76.6%+15.6pp | 69.3%+22.9pp |
| Annual return | 8.18% | 21.38%-13.2pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $3,991 | $1,680+137.5% | $2,370+68.4% | $2,281+75.0% |
| Participant deferral / active EE | $5,270 | $2,856+84.5% | $3,550+48.5% | $3,203+64.5% |
| Admin fee / account holder | $2,292 | $4,261-46.2% | $5,586-59.0% | $4,296-46.7% |